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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 | $71,873 | $81,358-11.7% | $155,556-53.8% | $80,959-11.2% |
| Participation rate | 48.1% | 66.3%-18.1pp | 78.2%-30.1pp | 67.7%-19.5pp |
| Annual return | 9.41% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,359 | $3,106-56.3% | $4,675-70.9% | $2,757-50.7% |
| Participant deferral / active EE | $2,940 | $3,455-14.9% | $5,631-47.8% | $4,300-31.6% |
| Admin fee / account holder | $7,101 | $7,994-11.2% | $15,885-55.3% | $6,925+2.5% |