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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 | $76,339 | $76,407-0.1% | $150,298-49.2% | $82,448-7.4% |
| Participation rate | 43.5% | 66.4%-22.8pp | 77.8%-34.2pp | 68.1%-24.5pp |
| Annual return | 11.93% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,691 | $2,614-35.3% | $4,154-59.3% | $2,551-33.7% |
| Participant deferral / active EE | $1,764 | $3,214-45.1% | $5,453-67.6% | $4,139-57.4% |
| Admin fee / account holder | $6,092 | $6,352-4.1% | $14,116-56.8% | $7,234-15.8% |