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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 | $76,407-9.6% | $150,298-54.1% | $82,448-16.2% |
| Participation rate | 61.5% | 66.4%-4.9pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 10.06% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,845 | $2,614+8.8% | $4,154-31.5% | $2,551+11.5% |
| Participant deferral / active EE | $3,848 | $3,214+19.7% | $5,453-29.4% | $4,139-7.0% |
| Admin fee / account holder | $8,840 | $6,352+39.2% | $14,116-37.4% | $7,234+22.2% |