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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 | $77,574-3.1% | $108,753-30.9% | $86,983-13.6% |
| Participation rate | 43.6% | 62.3%-18.7pp | 71.1%-27.5pp | 69.5%-26.0pp |
| Annual return | 10.96% | 18.42%-7.5pp | 37.47%-26.5pp | 25.83%-14.9pp |
| Employer contribution / active EE | $652 | $1,611-59.5% | $2,427-73.1% | $2,584-74.8% |
| Participant deferral / active EE | $3,872 | $3,128+23.8% | $4,115-5.9% | $4,194-7.7% |
| Admin fee / account holder | $2,302 | $6,529-64.7% | $10,320-77.7% | $7,856-70.7% |