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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 | $61,564 | $72,269-14.8% | $101,271-39.2% | $79,852-22.9% |
| Participation rate | 67.9% | 68.5%-0.6pp | 75.8%-7.9pp | 69.6%-1.8pp |
| Annual return | 8.40% | 22.29%-13.9pp | 46.48%-38.1pp | 31.72%-23.3pp |
| Employer contribution / active EE | $1,520 | $2,692-43.5% | $3,660-58.5% | $2,471-38.5% |
| Participant deferral / active EE | $2,197 | $3,282-33.1% | $4,371-49.7% | $3,740-41.3% |
| Admin fee / account holder | $1,511 | $4,401-65.7% | $5,948-74.6% | $5,306-71.5% |