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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 | $79,757 | $69,273+15.1% | $90,796-12.2% | $82,637-3.5% |
| Participation rate | 52.5% | 64.0%-11.5pp | 69.5%-17.0pp | 68.1%-15.6pp |
| Annual return | 4.28% | 18.37%-14.1pp | 19.29%-15.0pp | 53.51%-49.2pp |
| Employer contribution / active EE | $1,594 | $1,865-14.5% | $2,294-30.5% | $2,552-37.5% |
| Participant deferral / active EE | $1,989 | $3,047-34.7% | $3,822-47.9% | $4,126-51.8% |
| Admin fee / account holder | $3,337 | $5,511-39.4% | $7,024-52.5% | $7,339-54.5% |