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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 | $76,549 | $76,371+0.2% | $93,621-18.2% | $72,975+4.9% |
| Participation rate | 51.7% | 71.8%-20.0pp | 75.8%-24.1pp | 69.5%-17.8pp |
| Annual return | 12.19% | 25.82%-13.6pp | 32.76%-20.6pp | 81.01%-68.8pp |
| Employer contribution / active EE | $1,188 | $2,276-47.8% | $2,719-56.3% | $2,440-51.3% |
| Participant deferral / active EE | $2,878 | $3,538-18.7% | $4,070-29.3% | $3,608-20.2% |
| Admin fee / account holder | $4,770 | $6,839-30.3% | $7,890-39.5% | $5,124-6.9% |