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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 | $76,573 | $83,898-8.7% | $133,346-42.6% | $94,015-18.6% |
| Participation rate | 54.8% | 63.4%-8.5pp | 72.8%-18.0pp | 70.8%-16.0pp |
| Annual return | 4.56% | 16.00%-11.4pp | 36.85%-32.3pp | 17.84%-13.3pp |
| Employer contribution / active EE | $1,239 | $1,821-32.0% | $2,853-56.6% | $2,790-55.6% |
| Participant deferral / active EE | $3,354 | $3,245+3.4% | $4,332-22.6% | $4,249-21.1% |
| Admin fee / account holder | $10,218 | $7,809+30.9% | $14,264-28.4% | $8,951+14.2% |