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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 | $80,877 | $81,331-0.6% | $155,534-48.0% | $80,935-0.1% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 7.54% | 33.37%-25.8pp | 64.92%-57.4pp | 35.66%-28.1pp |
| Employer contribution / active EE | $1,728 | $3,105-44.3% | $4,675-63.0% | $2,757-37.3% |
| Participant deferral / active EE | $5,219 | $3,454+51.1% | $5,630-7.3% | $4,299+21.4% |
| Admin fee / account holder | $7,284 | $7,999-8.9% | $15,900-54.2% | $6,924+5.2% |