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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 | $72,995 | $84,953-14.1% | $163,379-55.3% | $82,637-11.7% |
| Participation rate | 56.3% | 65.9%-9.6pp | 76.8%-20.5pp | 68.1%-11.7pp |
| Annual return | 11.69% | 23.07%-11.4pp | 63.41%-51.7pp | 53.51%-41.8pp |
| Employer contribution / active EE | $1,142 | $2,183-47.7% | $3,752-69.6% | $2,552-55.2% |
| Participant deferral / active EE | $2,287 | $4,326-47.1% | $6,282-63.6% | $4,126-44.6% |
| Admin fee / account holder | $3,933 | $7,921-50.4% | $9,818-59.9% | $7,339-46.4% |