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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 | $74,533 | $72,492+2.8% | $87,104-14.4% | $72,975+2.1% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.9%-22.6pp | 69.5%-15.2pp |
| Annual return | 4.23% | 24.46%-20.2pp | 28.19%-24.0pp | 81.01%-76.8pp |
| Employer contribution / active EE | $1,627 | $1,894-14.1% | $2,521-35.5% | $2,440-33.3% |
| Participant deferral / active EE | $3,795 | $3,270+16.1% | $4,048-6.3% | $3,608+5.2% |
| Admin fee / account holder | $14,818 | $5,055+193.1% | $7,491+97.8% | $5,124+189.2% |