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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 | $75,134 | $71,230+5.5% | $93,727-19.8% | $80,959-7.2% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.7%-43.7pp |
| Annual return | 4.87% | 11.26%-6.4pp | 133.83%-129.0pp | 35.67%-30.8pp |
| Employer contribution / active EE | $1,478 | $1,565-5.6% | $2,421-39.0% | $2,757-46.4% |
| Participant deferral / active EE | $2,692 | $4,037-33.3% | $4,417-39.0% | $4,300-37.4% |
| Admin fee / account holder | $1,002 | $6,961-85.6% | $8,292-87.9% | $6,925-85.5% |