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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 | $64,167 | $62,592+2.5% | $85,709-25.1% | $85,847-25.3% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.9%-35.4pp | 69.3%-34.8pp |
| Annual return | 7.52% | 23.77%-16.3pp | 21.49%-14.0pp | 318.61%-311.1pp |
| Employer contribution / active EE | $1,128 | $1,755-35.7% | $2,619-56.9% | $2,565-56.0% |
| Participant deferral / active EE | $2,780 | $2,802-0.8% | $3,924-29.2% | $3,952-29.7% |
| Admin fee / account holder | $3,602 | $4,643-22.4% | $6,876-47.6% | $6,261-42.5% |