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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 | $76,895 | $71,230+8.0% | $93,727-18.0% | $80,959-5.0% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.7%-13.4pp |
| Annual return | 9.23% | 11.26%-2.0pp | 133.83%-124.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,321 | $1,565-15.6% | $2,421-45.5% | $2,757-52.1% |
| Participant deferral / active EE | $3,344 | $4,037-17.2% | $4,417-24.3% | $4,300-22.2% |
| Admin fee / account holder | $2,371 | $6,961-65.9% | $8,292-71.4% | $6,925-65.8% |