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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 | $77,523-5.0% | $100,383-26.6% | $80,874-8.9% |
| Participation rate | 48.3% | 77.0%-28.7pp | 81.5%-33.2pp | 67.6%-19.4pp |
| Annual return | 12.27% | 37.21%-24.9pp | 49.26%-37.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,741 | $2,801-37.9% | $3,944-55.9% | $2,756-36.8% |
| Participant deferral / active EE | $3,445 | $6,822-49.5% | $8,086-57.4% | $4,297-19.8% |
| Admin fee / account holder | $13,884 | $5,899+135.4% | $7,900+75.7% | $6,935+100.2% |