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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 | $68,373 | $54,763+24.9% | $90,324-24.3% | $72,976-6.3% |
| Participation rate | 45.6% | 65.2%-19.5pp | 73.3%-27.7pp | 69.5%-23.9pp |
| Annual return | 14.41% | 30.63%-16.2pp | 78.15%-63.7pp | 81.02%-66.6pp |
| Employer contribution / active EE | $1,080 | $2,093-48.4% | $2,856-62.2% | $2,440-55.7% |
| Participant deferral / active EE | $1,360 | $2,887-52.9% | $3,885-65.0% | $3,608-62.3% |
| Admin fee / account holder | $2,617 | $3,973-34.1% | $5,356-51.1% | $5,124-48.9% |