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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 | $74,832 | $76,407-2.1% | $150,298-50.2% | $82,448-9.2% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 12.75% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,353 | $2,614-48.3% | $4,154-67.4% | $2,551-47.0% |
| Participant deferral / active EE | $2,988 | $3,214-7.0% | $5,453-45.2% | $4,139-27.8% |
| Admin fee / account holder | $16,119 | $6,352+153.8% | $14,116+14.2% | $7,234+122.8% |