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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 | $77,365 | $77,814-0.6% | $158,223-51.1% | $86,983-11.1% |
| Participation rate | 51.9% | 68.4%-16.6pp | 79.2%-27.3pp | 69.5%-17.7pp |
| Annual return | 11.07% | 30.54%-19.5pp | 52.09%-41.0pp | 25.83%-14.8pp |
| Employer contribution / active EE | $1,199 | $2,592-53.8% | $4,109-70.8% | $2,584-53.6% |
| Participant deferral / active EE | $1,768 | $3,270-45.9% | $5,467-67.7% | $4,194-57.8% |
| Admin fee / account holder | $2,465 | $5,879-58.1% | $16,047-84.6% | $7,856-68.6% |