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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 | $71,703 | $69,977+2.5% | $108,582-34.0% | $62,881+14.0% |
| Participation rate | 46.4% | 72.9%-26.5pp | 79.6%-33.1pp | 69.3%-22.9pp |
| Annual return | 2.02% | 10.73%-8.7pp | -51.70%+53.7pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,504 | $2,135-29.5% | $3,758-60.0% | $2,281-34.1% |
| Participant deferral / active EE | $2,396 | $3,165-24.3% | $4,311-44.4% | $3,203-25.2% |
| Admin fee / account holder | $3,594 | $5,076-29.2% | $7,645-53.0% | $4,296-16.3% |