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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 | $82,725 | $95,453-13.3% | $112,040-26.2% | $82,448+0.3% |
| Participation rate | 58.6% | 72.8%-14.1pp | 76.5%-17.9pp | 68.1%-9.4pp |
| Annual return | 8.78% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.9pp |
| Employer contribution / active EE | $844 | $2,318-63.6% | $2,954-71.4% | $2,551-66.9% |
| Participant deferral / active EE | $3,143 | $4,224-25.6% | $5,098-38.3% | $4,139-24.1% |
| Admin fee / account holder | $15,764 | $9,013+74.9% | $12,098+30.3% | $7,234+117.9% |