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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 | $75,402 | $73,981+1.9% | $105,754-28.7% | $62,881+19.9% |
| Participation rate | 54.5% | 71.7%-17.1pp | 78.9%-24.4pp | 69.3%-14.8pp |
| Annual return | -4.18% | 17.60%-21.8pp | 12.25%-16.4pp | 20.14%-24.3pp |
| Employer contribution / active EE | $1,219 | $2,856-57.3% | $4,079-70.1% | $2,281-46.6% |
| Participant deferral / active EE | $3,120 | $4,038-22.8% | $5,326-41.4% | $3,203-2.6% |
| Admin fee / account holder | $2,311 | $5,976-61.3% | $8,309-72.2% | $4,296-46.2% |