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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 | $74,632 | $78,197-4.6% | $98,090-23.9% | $82,637-9.7% |
| Participation rate | 51.3% | 77.5%-26.2pp | 81.5%-30.3pp | 68.1%-16.8pp |
| Annual return | 11.83% | 40.25%-28.4pp | 37.05%-25.2pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,180 | $2,605-54.7% | $3,606-67.3% | $2,552-53.8% |
| Participant deferral / active EE | $3,247 | $6,636-51.1% | $7,845-58.6% | $4,126-21.3% |
| Admin fee / account holder | $8,786 | $14,832-40.8% | $11,815-25.6% | $7,339+19.7% |