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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 | $95,453-18.6% | $112,040-30.6% | $82,448-5.7% |
| Participation rate | 23.3% | 72.8%-49.4pp | 76.5%-53.2pp | 68.1%-44.7pp |
| Annual return | 11.51% | 23.92%-12.4pp | 24.52%-13.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,069 | $2,318-10.7% | $2,954-30.0% | $2,551-18.9% |
| Participant deferral / active EE | $4,593 | $4,224+8.7% | $5,098-9.9% | $4,139+11.0% |
| Admin fee / account holder | $5,656 | $9,013-37.2% | $12,098-53.2% | $7,234-21.8% |