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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 | $75,260 | $81,457-7.6% | $103,378-27.2% | $80,911-7.0% |
| Participation rate | 39.3% | 66.8%-27.5pp | 74.5%-35.2pp | 67.6%-28.3pp |
| Annual return | 9.42% | 25.58%-16.2pp | 24.91%-15.5pp | 35.63%-26.2pp |
| Employer contribution / active EE | $2,503 | $3,107-19.4% | $3,870-35.3% | $2,756-9.2% |
| Participant deferral / active EE | $3,754 | $3,871-3.0% | $5,058-25.8% | $4,297-12.6% |
| Admin fee / account holder | $1,082 | $6,717-83.9% | $8,401-87.1% | $6,935-84.4% |