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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 | $72,046 | $76,551-5.9% | $123,894-41.8% | $62,881+14.6% |
| Participation rate | 61.5% | 73.0%-11.4pp | 81.4%-19.9pp | 69.3%-7.8pp |
| Annual return | 4.20% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,163 | $2,882-25.0% | $4,617-53.2% | $2,281-5.2% |
| Participant deferral / active EE | $3,238 | $4,840-33.1% | $5,984-45.9% | $3,203+1.1% |
| Admin fee / account holder | $4,209 | $4,826-12.8% | $8,357-49.6% | $4,296-2.0% |