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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 | $68,281 | $72,273-5.5% | $101,275-32.6% | $79,856-14.5% |
| Participation rate | 41.0% | 68.5%-27.4pp | 75.8%-34.8pp | 69.6%-28.6pp |
| Annual return | 5.44% | 22.30%-16.9pp | 46.48%-41.0pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,224 | $2,691-54.5% | $3,660-66.6% | $2,471-50.5% |
| Participant deferral / active EE | $2,955 | $3,282-10.0% | $4,371-32.4% | $3,741-21.0% |
| Admin fee / account holder | $1,230 | $4,401-72.1% | $5,948-79.3% | $5,306-76.8% |