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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 | $75,541+2.4% | $152,093-49.1% | $82,637-6.4% |
| Participation rate | 51.9% | 66.5%-14.7pp | 77.8%-25.9pp | 68.1%-16.2pp |
| Annual return | 11.07% | 32.56%-21.5pp | 66.36%-55.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,199 | $2,622-54.3% | $4,175-71.3% | $2,552-53.0% |
| Participant deferral / active EE | $1,768 | $3,206-44.8% | $5,451-67.6% | $4,126-57.1% |
| Admin fee / account holder | $2,465 | $6,405-61.5% | $14,497-83.0% | $7,339-66.4% |