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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 | $76,486 | $76,834-0.5% | $108,359-29.4% | $87,485-12.6% |
| Participation rate | 49.0% | 61.7%-12.7pp | 70.1%-21.1pp | 68.9%-20.0pp |
| Annual return | 9.52% | 19.09%-9.6pp | 36.89%-27.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,744 | $1,556+12.1% | $2,399-27.3% | $2,596-32.8% |
| Participant deferral / active EE | $3,899 | $3,100+25.8% | $4,137-5.8% | $4,274-8.8% |
| Admin fee / account holder | $17,165 | $6,537+162.6% | $9,741+76.2% | $7,775+120.8% |