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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 | $72,577 | $76,551-5.2% | $123,894-41.4% | $62,881+15.4% |
| Participation rate | 53.6% | 73.0%-19.4pp | 81.4%-27.8pp | 69.3%-15.7pp |
| Annual return | 5.69% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,265 | $2,882-21.4% | $4,617-50.9% | $2,281-0.7% |
| Participant deferral / active EE | $3,886 | $4,840-19.7% | $5,984-35.1% | $3,203+21.3% |
| Admin fee / account holder | $1,192 | $4,826-75.3% | $8,357-85.7% | $4,296-72.3% |