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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 | $74,591 | $77,908-4.3% | $149,696-50.2% | $75,173-0.8% |
| Participation rate | 42.0% | 65.6%-23.6pp | 78.8%-36.8pp | 67.2%-25.2pp |
| Annual return | 12.22% | 31.73%-19.5pp | 134.46%-122.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $3,437 | $3,138+9.5% | $4,821-28.7% | $2,671+28.7% |
| Participant deferral / active EE | $4,829 | $3,411+41.6% | $5,682-15.0% | $4,126+17.0% |
| Admin fee / account holder | $8,257 | $5,950+38.8% | $13,212-37.5% | $5,651+46.1% |