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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 | $76,834-0.3% | $108,359-29.3% | $87,485-12.5% |
| Participation rate | 54.8% | 61.7%-6.9pp | 70.1%-15.3pp | 68.9%-14.1pp |
| Annual return | 4.56% | 19.09%-14.5pp | 36.89%-32.3pp | 26.06%-21.5pp |
| Employer contribution / active EE | $1,239 | $1,556-20.4% | $2,399-48.4% | $2,596-52.3% |
| Participant deferral / active EE | $3,354 | $3,100+8.2% | $4,137-18.9% | $4,274-21.5% |
| Admin fee / account holder | $10,218 | $6,537+56.3% | $9,741+4.9% | $7,775+31.4% |