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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 | $76,644 | $75,541+1.5% | $152,093-49.6% | $82,637-7.3% |
| Participation rate | 46.7% | 66.5%-19.9pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 9.72% | 32.56%-22.8pp | 66.36%-56.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,015 | $2,622-61.3% | $4,175-75.7% | $2,552-60.2% |
| Participant deferral / active EE | $2,612 | $3,206-18.5% | $5,451-52.1% | $4,126-36.7% |
| Admin fee / account holder | $966 | $6,405-84.9% | $14,497-93.3% | $7,339-86.8% |