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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 | $123,155-41.5% | $108,753-33.7% | $155,188-53.6% |
| Participation rate | 45.5% | 75.6%-30.2pp | 71.1%-25.6pp | 80.8%-35.3pp |
| Annual return | 3.36% | 44.73%-41.4pp | 37.47%-34.1pp | 148.84%-145.5pp |
| Employer contribution / active EE | $2,067 | $2,811-26.5% | $2,427-14.8% | $4,248-51.3% |
| Participant deferral / active EE | $3,072 | $4,623-33.5% | $4,115-25.3% | $6,531-53.0% |
| Admin fee / account holder | $5,142 | $12,126-57.6% | $10,320-50.2% | $14,480-64.5% |