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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 | $76,407+1.3% | $150,298-48.5% | $82,448-6.2% |
| Participation rate | 51.9% | 66.4%-14.5pp | 77.8%-25.9pp | 68.1%-16.2pp |
| Annual return | 11.07% | 39.99%-28.9pp | 62.79%-51.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,199 | $2,614-54.1% | $4,154-71.1% | $2,551-53.0% |
| Participant deferral / active EE | $1,768 | $3,214-45.0% | $5,453-67.6% | $4,139-57.3% |
| Admin fee / account holder | $2,465 | $6,352-61.2% | $14,116-82.5% | $7,234-65.9% |