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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 | $71,197+8.0% | $93,669-17.9% | $80,925-5.0% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.7%-13.4pp |
| Annual return | 9.23% | 11.27%-2.0pp | 133.59%-124.4pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,321 | $1,565-15.6% | $2,424-45.5% | $2,756-52.1% |
| Participant deferral / active EE | $3,344 | $4,036-17.1% | $4,416-24.3% | $4,299-22.2% |
| Admin fee / account holder | $2,371 | $6,959-65.9% | $8,291-71.4% | $6,940-65.8% |