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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 | $78,030 | $71,106+9.7% | $121,871-36.0% | $69,733+11.9% |
| Participation rate | 54.8% | 62.8%-8.0pp | 73.2%-18.4pp | 62.5%-7.7pp |
| Annual return | 7.23% | 15.43%-8.2pp | 13.57%-6.3pp | 15.22%-8.0pp |
| Employer contribution / active EE | $1,342 | $2,556-47.5% | $2,731-50.9% | $2,250-40.4% |
| Participant deferral / active EE | $1,617 | $2,765-41.5% | $4,318-62.6% | $3,054-47.1% |
| Admin fee / account holder | $7,676 | $2,128+260.7% | $11,551-33.5% | $3,102+147.5% |