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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 | $78,630 | $81,358-3.4% | $155,556-49.5% | $80,959-2.9% |
| Participation rate | 51.1% | 66.3%-15.2pp | 78.2%-27.1pp | 67.7%-16.6pp |
| Annual return | 9.31% | 33.39%-24.1pp | 64.84%-55.5pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,070 | $3,106-65.5% | $4,675-77.1% | $2,757-61.2% |
| Participant deferral / active EE | $2,163 | $3,455-37.4% | $5,631-61.6% | $4,300-49.7% |
| Admin fee / account holder | $5,330 | $7,994-33.3% | $15,885-66.4% | $6,925-23.0% |