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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 | $86,949-15.2% | $102,460-28.0% | $80,959-8.9% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.9pp | 67.7%0pp |
| Annual return | 8.49% | 18.89%-10.4pp | 29.47%-21.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $2,433 | $2,370+2.7% | $3,025-19.6% | $2,757-11.8% |
| Participant deferral / active EE | $4,381 | $4,121+6.3% | $5,056-13.4% | $4,300+1.9% |
| Admin fee / account holder | $40,146 | $8,048+398.9% | $9,460+324.4% | $6,925+479.7% |