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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 | $63,202 | $110,307-42.7% | $96,576-34.6% | $139,456-54.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 3.80% | 26.40%-22.6pp | 25.87%-22.1pp | 373.45%-369.6pp |
| Employer contribution / active EE | $2,439 | $3,619-32.6% | $2,965-17.8% | $4,753-48.7% |
| Participant deferral / active EE | $8,080 | $5,547+45.7% | $4,851+66.6% | $6,711+20.4% |
| Admin fee / account holder | $2,657 | $11,597-77.1% | $8,253-67.8% | $11,407-76.7% |