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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 | $72,829 | $76,407-4.7% | $150,298-51.5% | $82,448-11.7% |
| Participation rate | 58.7% | 66.4%-7.7pp | 77.8%-19.1pp | 68.1%-9.4pp |
| Annual return | 11.53% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,509 | $2,614-42.3% | $4,154-63.7% | $2,551-40.9% |
| Participant deferral / active EE | $3,983 | $3,214+23.9% | $5,453-27.0% | $4,139-3.8% |
| Admin fee / account holder | $949 | $6,352-85.1% | $14,116-93.3% | $7,234-86.9% |