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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 | $80,352 | $80,992-0.8% | $96,534-16.8% | $75,173+6.9% |
| Participation rate | 49.4% | 71.8%-22.4pp | 76.0%-26.6pp | 67.2%-17.8pp |
| Annual return | 11.54% | 27.05%-15.5pp | 25.88%-14.3pp | 160.72%-149.2pp |
| Employer contribution / active EE | $995 | $2,283-56.4% | $2,965-66.5% | $2,671-62.8% |
| Participant deferral / active EE | $2,340 | $3,929-40.4% | $4,851-51.8% | $4,126-43.3% |
| Admin fee / account holder | $1,052 | $6,717-84.3% | $8,253-87.3% | $5,651-81.4% |