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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 | $84,401 | $81,504+3.6% | $102,437-17.6% | $80,959+4.3% |
| Participation rate | 38.3% | 66.9%-28.6pp | 74.5%-36.2pp | 67.7%-29.4pp |
| Annual return | 9.11% | 25.60%-16.5pp | 24.95%-15.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,725 | $3,104-44.4% | $3,871-55.4% | $2,757-37.4% |
| Participant deferral / active EE | $3,150 | $3,871-18.6% | $5,060-37.7% | $4,300-26.7% |
| Admin fee / account holder | $1,641 | $6,719-75.6% | $8,388-80.4% | $6,925-76.3% |