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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 | $68,320 | $90,400-24.4% | $186,193-63.3% | $87,485-21.9% |
| Participation rate | 48.1% | 66.2%-18.0pp | 77.1%-29.0pp | 68.9%-20.8pp |
| Annual return | 9.12% | 22.15%-13.0pp | 78.03%-68.9pp | 26.06%-16.9pp |
| Employer contribution / active EE | $2,081 | $2,170-4.1% | $3,918-46.9% | $2,596-19.8% |
| Participant deferral / active EE | $4,318 | $4,330-0.3% | $6,513-33.7% | $4,274+1.0% |
| Admin fee / account holder | $15,526 | $8,673+79.0% | $11,058+40.4% | $7,775+99.7% |