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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 | $73,680 | $77,472-4.9% | $100,415-26.6% | $80,959-9.0% |
| Participation rate | 48.3% | 76.9%-28.7pp | 81.5%-33.2pp | 67.7%-19.4pp |
| Annual return | 12.27% | 37.26%-25.0pp | 49.47%-37.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,741 | $2,800-37.8% | $3,943-55.9% | $2,757-36.9% |
| Participant deferral / active EE | $3,445 | $6,818-49.5% | $8,091-57.4% | $4,300-19.9% |
| Admin fee / account holder | $13,884 | $5,885+135.9% | $7,906+75.6% | $6,925+100.5% |