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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 | $73,780 | $74,535-1.0% | $100,712-26.7% | $82,637-10.7% |
| Participation rate | 45.3% | 61.2%-15.9pp | 69.3%-24.0pp | 68.1%-22.7pp |
| Annual return | 11.23% | 18.92%-7.7pp | 33.27%-22.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,486 | $1,503-1.1% | $2,313-35.8% | $2,552-41.8% |
| Participant deferral / active EE | $3,197 | $3,074+4.0% | $4,085-21.7% | $4,126-22.5% |
| Admin fee / account holder | $7,730 | $6,576+17.6% | $9,256-16.5% | $7,339+5.3% |