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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 | $74,535-13.3% | $100,712-35.8% | $82,637-21.8% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 7.07% | 18.92%-11.9pp | 33.27%-26.2pp | 53.51%-46.4pp |
| Employer contribution / active EE | $1,704 | $1,503+13.4% | $2,313-26.3% | $2,552-33.2% |
| Participant deferral / active EE | $3,087 | $3,074+0.4% | $4,085-24.4% | $4,126-25.2% |
| Admin fee / account holder | $4,954 | $6,576-24.7% | $9,256-46.5% | $7,339-32.5% |