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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 | $81,019 | $94,031-13.8% | $115,768-30.0% | $82,448-1.7% |
| Participation rate | 64.1% | 70.4%-6.4pp | 74.4%-10.3pp | 68.1%-4.0pp |
| Annual return | 7.27% | 20.61%-13.3pp | 100.46%-93.2pp | 41.64%-34.4pp |
| Employer contribution / active EE | $1,704 | $2,323-26.7% | $2,940-42.0% | $2,551-33.2% |
| Participant deferral / active EE | $2,253 | $3,972-43.3% | $4,917-54.2% | $4,139-45.6% |
| Admin fee / account holder | $3,998 | $10,249-61.0% | $12,439-67.9% | $7,234-44.7% |