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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 | $112,729-36.1% | $98,716-27.0% | $137,256-47.5% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 3.36% | 38.48%-35.1pp | 31.81%-28.4pp | 220.34%-217.0pp |
| Employer contribution / active EE | $2,067 | $2,725-24.2% | $2,279-9.3% | $4,156-50.3% |
| Participant deferral / active EE | $3,072 | $4,640-33.8% | $4,048-24.1% | $6,407-52.0% |
| Admin fee / account holder | $5,142 | $10,129-49.2% | $8,703-40.9% | $12,270-58.1% |