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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 | $160,791 | $176,786-9.0% | $146,643+9.6% | $167,536-4.0% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 2.72% | 24.04%-21.3pp | 22.75%-20.0pp | 478.82%-476.1pp |
| Employer contribution / active EE | $1,816 | $5,161-64.8% | $4,137-56.1% | $4,839-62.5% |
| Participant deferral / active EE | $2,838 | $6,440-55.9% | $5,506-48.5% | $6,342-55.2% |
| Admin fee / account holder | $5,017 | $13,262-62.2% | $10,280-51.2% | $12,315-59.3% |