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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 | $72,077 | $124,980-42.3% | $108,359-33.5% | $154,746-53.4% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 3.36% | 45.00%-41.6pp | 36.89%-33.5pp | 172.34%-169.0pp |
| Employer contribution / active EE | $2,067 | $2,851-27.5% | $2,399-13.9% | $4,379-52.8% |
| Participant deferral / active EE | $3,072 | $4,743-35.2% | $4,137-25.7% | $6,730-54.3% |
| Admin fee / account holder | $5,142 | $11,502-55.3% | $9,741-47.2% | $14,365-64.2% |