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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 | $75,026 | $81,487-7.9% | $102,412-26.7% | $80,935-7.3% |
| Participation rate | 53.6% | 66.8%-13.3pp | 74.5%-20.9pp | 67.7%-14.1pp |
| Annual return | 10.06% | 25.60%-15.5pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,107 | $3,103-32.1% | $3,870-45.6% | $2,757-23.6% |
| Participant deferral / active EE | $6,107 | $3,871+57.8% | $5,060+20.7% | $4,299+42.0% |
| Admin fee / account holder | $901 | $6,717-86.6% | $8,388-89.3% | $6,924-87.0% |