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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 | $81,276-3.3% | $155,574-49.5% | $80,925-2.8% |
| Participation rate | 51.1% | 66.2%-15.1pp | 78.2%-27.1pp | 67.7%-16.5pp |
| Annual return | 9.31% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,070 | $3,103-65.5% | $4,676-77.1% | $2,756-61.2% |
| Participant deferral / active EE | $2,163 | $3,453-37.4% | $5,629-61.6% | $4,299-49.7% |
| Admin fee / account holder | $5,330 | $7,993-33.3% | $15,914-66.5% | $6,940-23.2% |