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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 | $72,806 | $90,400-19.5% | $186,193-60.9% | $87,485-16.8% |
| Participation rate | 60.6% | 66.2%-5.6pp | 77.1%-16.5pp | 68.9%-8.3pp |
| Annual return | 11.13% | 22.15%-11.0pp | 78.03%-66.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,308 | $2,170-39.7% | $3,918-66.6% | $2,596-49.6% |
| Participant deferral / active EE | $4,076 | $4,330-5.9% | $6,513-37.4% | $4,274-4.6% |
| Admin fee / account holder | $3,776 | $8,673-56.5% | $11,058-65.8% | $7,775-51.4% |