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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 | $73,727 | $86,938-15.2% | $102,423-28.0% | $80,925-8.9% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.9pp | 67.7%0pp |
| Annual return | 8.49% | 18.89%-10.4pp | 29.42%-20.9pp | 35.65%-27.2pp |
| Employer contribution / active EE | $2,433 | $2,369+2.7% | $3,023-19.5% | $2,756-11.7% |
| Participant deferral / active EE | $4,381 | $4,120+6.3% | $5,054-13.3% | $4,299+1.9% |
| Admin fee / account holder | $40,146 | $8,053+398.5% | $9,455+324.6% | $6,940+478.5% |