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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 | $78,013-2.7% | $178,449-57.4% | $80,911-6.1% |
| Participation rate | 58.3% | 65.7%-7.3pp | 77.1%-18.8pp | 67.6%-9.3pp |
| Annual return | 10.00% | 18.07%-8.1pp | 27.09%-17.1pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,519 | $2,287-33.6% | $3,951-61.6% | $2,756-44.9% |
| Participant deferral / active EE | $2,924 | $4,408-33.7% | $6,277-53.4% | $4,297-32.0% |
| Admin fee / account holder | $731 | $7,166-89.8% | $10,362-92.9% | $6,935-89.5% |