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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,060 | $75,541-8.6% | $152,093-54.6% | $82,637-16.4% |
| Participation rate | 61.5% | 66.5%-5.0pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 10.06% | 32.56%-22.5pp | 66.36%-56.3pp | 53.51%-43.4pp |
| Employer contribution / active EE | $2,845 | $2,622+8.5% | $4,175-31.8% | $2,552+11.5% |
| Participant deferral / active EE | $3,848 | $3,206+20.1% | $5,451-29.4% | $4,126-6.7% |
| Admin fee / account holder | $8,840 | $6,405+38.0% | $14,497-39.0% | $7,339+20.5% |