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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 | $75,150 | $76,834-2.2% | $108,359-30.6% | $87,485-14.1% |
| Participation rate | 43.6% | 61.7%-18.1pp | 70.1%-26.5pp | 68.9%-25.3pp |
| Annual return | 10.96% | 19.09%-8.1pp | 36.89%-25.9pp | 26.06%-15.1pp |
| Employer contribution / active EE | $652 | $1,556-58.1% | $2,399-72.8% | $2,596-74.9% |
| Participant deferral / active EE | $3,872 | $3,100+24.9% | $4,137-6.4% | $4,274-9.4% |
| Admin fee / account holder | $2,302 | $6,537-64.8% | $9,741-76.4% | $7,775-70.4% |