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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 | $78,243 | $97,550-19.8% | $120,344-35.0% | $87,485-10.6% |
| Participation rate | 53.8% | 72.8%-19.0pp | 76.7%-22.9pp | 68.9%-15.1pp |
| Annual return | 11.19% | 18.41%-7.2pp | 20.30%-9.1pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,385 | $2,291-39.5% | $3,020-54.1% | $2,596-46.6% |
| Participant deferral / active EE | $3,655 | $4,230-13.6% | $5,135-28.8% | $4,274-14.5% |
| Admin fee / account holder | $1,077 | $9,543-88.7% | $12,742-91.5% | $7,775-86.1% |