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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 | $69,668 | $73,988-5.8% | $96,538-27.8% | $75,177-7.3% |
| Participation rate | 51.8% | 66.4%-14.6pp | 74.3%-22.6pp | 67.2%-15.4pp |
| Annual return | 7.16% | 26.73%-19.6pp | 35.74%-28.6pp | 160.75%-153.6pp |
| Employer contribution / active EE | $2,451 | $2,930-16.3% | $3,740-34.5% | $2,671-8.2% |
| Participant deferral / active EE | $5,208 | $3,660+42.3% | $4,880+6.7% | $4,126+26.2% |
| Admin fee / account holder | $1,512 | $5,220-71.0% | $6,737-77.6% | $5,651-73.2% |