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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 | $81,457-9.2% | $103,378-28.5% | $80,911-8.6% |
| Participation rate | 51.3% | 66.8%-15.6pp | 74.5%-23.2pp | 67.6%-16.4pp |
| Annual return | 9.17% | 25.58%-16.4pp | 24.91%-15.7pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,659 | $3,107-46.6% | $3,870-57.1% | $2,756-39.8% |
| Participant deferral / active EE | $3,622 | $3,871-6.4% | $5,058-28.4% | $4,297-15.7% |
| Admin fee / account holder | $6,839 | $6,717+1.8% | $8,401-18.6% | $6,935-1.4% |