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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 | $73,963 | $81,487-9.2% | $102,412-27.8% | $80,935-8.6% |
| Participation rate | 51.3% | 66.8%-15.6pp | 74.5%-23.2pp | 67.7%-16.4pp |
| Annual return | 9.17% | 25.60%-16.4pp | 24.94%-15.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,659 | $3,103-46.5% | $3,870-57.1% | $2,757-39.8% |
| Participant deferral / active EE | $3,622 | $3,871-6.4% | $5,060-28.4% | $4,299-15.8% |
| Admin fee / account holder | $6,839 | $6,717+1.8% | $8,388-18.5% | $6,924-1.2% |