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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 | $76,575 | $81,504-6.0% | $102,437-25.2% | $80,959-5.4% |
| Participation rate | 46.3% | 66.9%-20.5pp | 74.5%-28.2pp | 67.7%-21.3pp |
| Annual return | 9.50% | 25.60%-16.1pp | 24.95%-15.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,548 | $3,104-50.1% | $3,871-60.0% | $2,757-43.8% |
| Participant deferral / active EE | $3,169 | $3,871-18.1% | $5,060-37.4% | $4,300-26.3% |
| Admin fee / account holder | $2,504 | $6,719-62.7% | $8,388-70.2% | $6,925-63.8% |