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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 | $69,419 | $80,983-14.3% | $96,544-28.1% | $75,177-7.7% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 11.35% | 27.05%-15.7pp | 25.88%-14.5pp | 160.75%-149.4pp |
| Employer contribution / active EE | $1,851 | $2,282-18.9% | $2,966-37.6% | $2,671-30.7% |
| Participant deferral / active EE | $3,758 | $3,929-4.3% | $4,851-22.5% | $4,126-8.9% |
| Admin fee / account holder | $9,626 | $6,717+43.3% | $8,254+16.6% | $5,651+70.3% |