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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 | $66,084 | $87,132-24.2% | $105,624-37.4% | $80,959-18.4% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 8.90% | 17.03%-8.1pp | 116.20%-107.3pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,439 | $2,397-40.0% | $3,168-54.6% | $2,757-47.8% |
| Participant deferral / active EE | $3,287 | $3,985-17.5% | $5,013-34.4% | $4,300-23.6% |
| Admin fee / account holder | $10,861 | $8,449+28.5% | $10,961-0.9% | $6,925+56.8% |