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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 | $73,074 | $80,748-9.5% | $102,383-28.6% | $74,429-1.8% |
| Participation rate | 55.8% | 65.7%-9.9pp | 74.5%-18.7pp | 67.2%-11.4pp |
| Annual return | 11.07% | 27.57%-16.5pp | 24.94%-13.9pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,747 | $3,159-44.7% | $3,870-54.9% | $2,625-33.4% |
| Participant deferral / active EE | $3,112 | $3,861-19.4% | $5,060-38.5% | $4,348-28.4% |
| Admin fee / account holder | $1,833 | $2,371-22.7% | $8,391-78.2% | $1,944-5.7% |