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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 | $77,709 | $95,404-18.5% | $113,397-31.5% | $82,637-6.0% |
| Participation rate | 23.3% | 72.8%-49.5pp | 76.5%-53.2pp | 68.1%-44.7pp |
| Annual return | 11.51% | 19.08%-7.6pp | 23.20%-11.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $2,069 | $2,307-10.3% | $2,977-30.5% | $2,552-18.9% |
| Participant deferral / active EE | $4,593 | $4,220+8.8% | $5,076-9.5% | $4,126+11.3% |
| Admin fee / account holder | $5,656 | $9,168-38.3% | $11,957-52.7% | $7,339-22.9% |