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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 | $78,663 | $72,607+8.3% | $90,259-12.8% | $87,485-10.1% |
| Participation rate | 51.9% | 64.8%-12.9pp | 70.7%-18.8pp | 68.9%-17.0pp |
| Annual return | 10.73% | 18.59%-7.9pp | 18.88%-8.1pp | 26.06%-15.3pp |
| Employer contribution / active EE | $999 | $1,919-48.0% | $2,291-56.4% | $2,596-61.5% |
| Participant deferral / active EE | $2,646 | $3,055-13.4% | $3,827-30.9% | $4,274-38.1% |
| Admin fee / account holder | $5,892 | $5,947-0.9% | $7,267-18.9% | $7,775-24.2% |