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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 | $64,627 | $77,574-16.7% | $108,753-40.6% | $86,983-25.7% |
| Participation rate | 50.0% | 62.3%-12.3pp | 71.1%-21.1pp | 69.5%-19.5pp |
| Annual return | 7.07% | 18.42%-11.3pp | 37.47%-30.4pp | 25.83%-18.8pp |
| Employer contribution / active EE | $1,704 | $1,611+5.8% | $2,427-29.8% | $2,584-34.1% |
| Participant deferral / active EE | $3,087 | $3,128-1.3% | $4,115-25.0% | $4,194-26.4% |
| Admin fee / account holder | $4,954 | $6,529-24.1% | $10,320-52.0% | $7,856-36.9% |