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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 | $72,853 | $72,486+0.5% | $87,103-16.4% | $72,976-0.2% |
| Participation rate | 57.4% | 72.8%-15.4pp | 76.9%-19.5pp | 69.5%-12.1pp |
| Annual return | 7.38% | 24.46%-17.1pp | 28.19%-20.8pp | 81.02%-73.6pp |
| Employer contribution / active EE | $997 | $1,894-47.4% | $2,521-60.5% | $2,440-59.1% |
| Participant deferral / active EE | $1,983 | $3,270-39.3% | $4,049-51.0% | $3,608-45.0% |
| Admin fee / account holder | $13,281 | $5,055+162.7% | $7,491+77.3% | $5,124+159.2% |