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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 | $75,482 | $78,015-3.2% | $178,505-57.7% | $80,959-6.8% |
| Participation rate | 55.8% | 65.7%-9.9pp | 77.1%-21.3pp | 67.7%-11.9pp |
| Annual return | 9.35% | 18.10%-8.8pp | 27.16%-17.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,309 | $2,281-42.6% | $3,955-66.9% | $2,757-52.5% |
| Participant deferral / active EE | $3,222 | $4,406-26.9% | $6,280-48.7% | $4,300-25.1% |
| Admin fee / account holder | $9,208 | $7,160+28.6% | $10,428-11.7% | $6,925+33.0% |