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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 | $71,208+8.0% | $93,681-17.9% | $80,911-5.0% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.6%-13.4pp |
| Annual return | 9.23% | 11.27%-2.0pp | 133.47%-124.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,321 | $1,564-15.6% | $2,422-45.5% | $2,756-52.1% |
| Participant deferral / active EE | $3,344 | $4,035-17.1% | $4,415-24.2% | $4,297-22.2% |
| Admin fee / account holder | $2,371 | $6,951-65.9% | $8,290-71.4% | $6,935-65.8% |