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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 | $78,778 | $76,407+3.1% | $150,298-47.6% | $82,448-4.5% |
| Participation rate | 26.4% | 66.4%-40.0pp | 77.8%-51.4pp | 68.1%-41.7pp |
| Annual return | 10.46% | 39.99%-29.5pp | 62.79%-52.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,830 | $2,614-30.0% | $4,154-56.0% | $2,551-28.3% |
| Participant deferral / active EE | $3,501 | $3,214+8.9% | $5,453-35.8% | $4,139-15.4% |
| Admin fee / account holder | $2,848 | $6,352-55.2% | $14,116-79.8% | $7,234-60.6% |