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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 | $80,331 | $81,504-1.4% | $102,437-21.6% | $80,959-0.8% |
| Participation rate | 61.1% | 66.9%-5.7pp | 74.5%-13.4pp | 67.7%-6.6pp |
| Annual return | 8.19% | 25.60%-17.4pp | 24.95%-16.8pp | 35.67%-27.5pp |
| Employer contribution / active EE | $2,011 | $3,104-35.2% | $3,871-48.1% | $2,757-27.1% |
| Participant deferral / active EE | $2,963 | $3,871-23.5% | $5,060-41.4% | $4,300-31.1% |
| Admin fee / account holder | $26,958 | $6,719+301.2% | $8,388+221.4% | $6,925+289.3% |