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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 | $81,457+3.6% | $103,378-18.4% | $80,911+4.3% |
| Participation rate | 38.3% | 66.8%-28.5pp | 74.5%-36.2pp | 67.6%-29.3pp |
| Annual return | 9.11% | 25.58%-16.5pp | 24.91%-15.8pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,725 | $3,107-44.5% | $3,870-55.4% | $2,756-37.4% |
| Participant deferral / active EE | $3,150 | $3,871-18.6% | $5,058-37.7% | $4,297-26.7% |
| Admin fee / account holder | $1,641 | $6,717-75.6% | $8,401-80.5% | $6,935-76.3% |