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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 | $87,060-24.1% | $105,591-37.4% | $80,911-18.3% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.6%-7.6pp |
| Annual return | 8.90% | 17.05%-8.1pp | 116.43%-107.5pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,439 | $2,396-39.9% | $3,166-54.5% | $2,756-47.8% |
| Participant deferral / active EE | $3,287 | $3,986-17.5% | $5,008-34.4% | $4,297-23.5% |
| Admin fee / account holder | $10,861 | $8,442+28.6% | $11,024-1.5% | $6,935+56.6% |