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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 | $84,198 | $110,137-23.6% | $161,149-47.8% | $82,637+1.9% |
| Participation rate | 57.9% | 72.4%-14.5pp | 78.8%-20.9pp | 68.1%-10.2pp |
| Annual return | 9.16% | 20.69%-11.5pp | 21.16%-12.0pp | 53.51%-44.3pp |
| Employer contribution / active EE | $1,718 | $2,856-39.8% | $4,360-60.6% | $2,552-32.7% |
| Participant deferral / active EE | $5,070 | $4,575+10.8% | $6,153-17.6% | $4,126+22.9% |
| Admin fee / account holder | $2,772 | $9,467-70.7% | $15,194-81.8% | $7,339-62.2% |