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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 | $73,871 | $81,476-9.3% | $102,383-27.8% | $80,925-8.7% |
| Participation rate | 56.4% | 66.8%-10.4pp | 74.5%-18.1pp | 67.7%-11.2pp |
| Annual return | 8.38% | 25.59%-17.2pp | 24.94%-16.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,439 | $3,105-53.7% | $3,870-62.8% | $2,756-47.8% |
| Participant deferral / active EE | $2,456 | $3,871-36.6% | $5,060-51.5% | $4,299-42.9% |
| Admin fee / account holder | $3,782 | $6,717-43.7% | $8,391-54.9% | $6,940-45.5% |