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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 | $83,774 | $86,050-2.6% | $189,758-55.9% | $94,015-10.9% |
| Participation rate | 56.4% | 68.9%-12.5pp | 79.8%-23.4pp | 70.8%-14.4pp |
| Annual return | 9.87% | 17.77%-7.9pp | 52.62%-42.7pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,346 | $2,819-52.3% | $4,767-71.8% | $2,790-51.8% |
| Participant deferral / active EE | $1,530 | $3,349-54.3% | $5,856-73.9% | $4,249-64.0% |
| Admin fee / account holder | $1,785 | $6,627-73.1% | $20,388-91.2% | $8,951-80.1% |