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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 | $72,229 | $76,407-5.5% | $150,298-51.9% | $82,448-12.4% |
| Participation rate | 54.1% | 66.4%-12.3pp | 77.8%-23.7pp | 68.1%-14.0pp |
| Annual return | 11.87% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,283 | $2,614-50.9% | $4,154-69.1% | $2,551-49.7% |
| Participant deferral / active EE | $2,051 | $3,214-36.2% | $5,453-62.4% | $4,139-50.5% |
| Admin fee / account holder | $5,482 | $6,352-13.7% | $14,116-61.2% | $7,234-24.2% |