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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 | $71,208+5.5% | $93,681-19.8% | $80,911-7.1% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.6%-43.6pp |
| Annual return | 4.87% | 11.27%-6.4pp | 133.47%-128.6pp | 35.63%-30.8pp |
| Employer contribution / active EE | $1,478 | $1,564-5.5% | $2,422-39.0% | $2,756-46.4% |
| Participant deferral / active EE | $2,692 | $4,035-33.3% | $4,415-39.0% | $4,297-37.3% |
| Admin fee / account holder | $1,002 | $6,951-85.6% | $8,290-87.9% | $6,935-85.5% |