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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 | $74,528 | $89,259-16.5% | $107,187-30.5% | $82,637-9.8% |
| Participation rate | 46.3% | 67.9%-21.6pp | 75.0%-28.7pp | 68.1%-21.7pp |
| Annual return | 11.82% | 21.02%-9.2pp | 204.55%-192.7pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,145 | $3,080-62.8% | $3,782-69.7% | $2,552-55.1% |
| Participant deferral / active EE | $3,259 | $4,037-19.3% | $5,096-36.1% | $4,126-21.0% |
| Admin fee / account holder | $3,571 | $7,381-51.6% | $9,162-61.0% | $7,339-51.3% |