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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 | $77,513 | $84,953-8.8% | $163,379-52.6% | $82,637-6.2% |
| Participation rate | 56.3% | 65.9%-9.7pp | 76.8%-20.6pp | 68.1%-11.8pp |
| Annual return | 12.68% | 23.07%-10.4pp | 63.41%-50.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,324 | $4,326+23.1% | $6,282-15.2% | $4,126+29.0% |
| Admin fee / account holder | $9,072 | $7,921+14.5% | $9,818-7.6% | $7,339+23.6% |