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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 | $95,453-18.0% | $112,040-30.2% | $82,448-5.1% |
| Participation rate | 53.8% | 72.8%-18.9pp | 76.5%-22.6pp | 68.1%-14.2pp |
| Annual return | 11.19% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,385 | $2,318-40.2% | $2,954-53.1% | $2,551-45.7% |
| Participant deferral / active EE | $3,655 | $4,224-13.5% | $5,098-28.3% | $4,139-11.7% |
| Admin fee / account holder | $1,077 | $9,013-88.0% | $12,098-91.1% | $7,234-85.1% |