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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 | $70,533 | $86,288-18.3% | $111,306-36.6% | $85,851-17.8% |
| Participation rate | 55.9% | 73.3%-17.5pp | 77.3%-21.4pp | 69.3%-13.4pp |
| Annual return | 9.47% | 19.99%-10.5pp | 54.67%-45.2pp | 318.63%-309.2pp |
| Employer contribution / active EE | $1,104 | $2,044-46.0% | $2,732-59.6% | $2,565-57.0% |
| Participant deferral / active EE | $3,701 | $3,641+1.7% | $4,488-17.5% | $3,952-6.3% |
| Admin fee / account holder | $8,934 | $8,189+9.1% | $7,966+12.2% | $6,261+42.7% |