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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 | $82,716 | $95,404-13.3% | $113,397-27.1% | $82,637+0.1% |
| Participation rate | 53.0% | 72.8%-19.8pp | 76.5%-23.5pp | 68.1%-15.0pp |
| Annual return | 10.34% | 19.08%-8.7pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,079 | $2,307-53.2% | $2,977-63.7% | $2,552-57.7% |
| Participant deferral / active EE | $2,944 | $4,220-30.2% | $5,076-42.0% | $4,126-28.6% |
| Admin fee / account holder | $12,553 | $9,168+36.9% | $11,957+5.0% | $7,339+71.0% |