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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 | $61,532 | $76,551-19.6% | $123,894-50.3% | $62,881-2.1% |
| Participation rate | 69.0% | 73.0%-4.0pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 5.70% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,644 | $2,882-8.3% | $4,617-42.7% | $2,281+15.9% |
| Participant deferral / active EE | $8,916 | $4,840+84.2% | $5,984+49.0% | $3,203+178.4% |
| Admin fee / account holder | $20,637 | $4,826+327.6% | $8,357+146.9% | $4,296+380.4% |