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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 | $75,938 | $77,962-2.6% | $178,540-57.5% | $80,935-6.2% |
| Participation rate | 58.3% | 65.7%-7.3pp | 77.1%-18.8pp | 67.7%-9.3pp |
| Annual return | 10.00% | 18.10%-8.1pp | 27.15%-17.1pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,519 | $2,280-33.4% | $3,953-61.6% | $2,757-44.9% |
| Participant deferral / active EE | $2,924 | $4,404-33.6% | $6,281-53.4% | $4,299-32.0% |
| Admin fee / account holder | $731 | $7,156-89.8% | $10,424-93.0% | $6,924-89.4% |