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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 | $78,814 | $88,672-11.1% | $105,223-25.1% | $82,448-4.4% |
| Participation rate | 44.0% | 67.9%-23.9pp | 75.0%-31.0pp | 68.1%-24.1pp |
| Annual return | 11.56% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,097 | $3,048-31.2% | $3,689-43.1% | $2,551-17.8% |
| Participant deferral / active EE | $2,704 | $4,036-33.0% | $5,072-46.7% | $4,139-34.7% |
| Admin fee / account holder | $2,843 | $7,146-60.2% | $8,859-67.9% | $7,234-60.7% |