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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 | $77,799 | $81,504-4.5% | $102,437-24.1% | $80,959-3.9% |
| Participation rate | 42.2% | 66.9%-24.6pp | 74.5%-32.3pp | 67.7%-25.4pp |
| Annual return | 10.41% | 25.60%-15.2pp | 24.95%-14.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,537 | $3,104-50.5% | $3,871-60.3% | $2,757-44.2% |
| Participant deferral / active EE | $2,444 | $3,871-36.9% | $5,060-51.7% | $4,300-43.2% |
| Admin fee / account holder | $4,215 | $6,719-37.3% | $8,388-49.7% | $6,925-39.1% |