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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 | $76,715 | $75,541+1.6% | $152,093-49.6% | $82,637-7.2% |
| Participation rate | 48.0% | 66.5%-18.5pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 8.86% | 32.56%-23.7pp | 66.36%-57.5pp | 53.51%-44.6pp |
| Employer contribution / active EE | $2,514 | $2,622-4.1% | $4,175-39.8% | $2,552-1.5% |
| Participant deferral / active EE | $3,820 | $3,206+19.2% | $5,451-29.9% | $4,126-7.4% |
| Admin fee / account holder | $37,263 | $6,405+481.8% | $14,497+157.0% | $7,339+407.8% |