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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 | $94,436-14.2% | $115,599-29.9% | $82,637-2.0% |
| Participation rate | 64.1% | 70.4%-6.4pp | 74.3%-10.2pp | 68.1%-4.0pp |
| Annual return | 7.27% | 18.37%-11.1pp | 111.10%-103.8pp | 53.51%-46.2pp |
| Employer contribution / active EE | $1,704 | $2,324-26.7% | $2,955-42.3% | $2,552-33.2% |
| Participant deferral / active EE | $2,253 | $3,955-43.0% | $4,889-53.9% | $4,126-45.4% |
| Admin fee / account holder | $3,998 | $10,328-61.3% | $12,841-68.9% | $7,339-45.5% |