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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 | $71,961 | $78,027-7.8% | $178,528-59.7% | $80,925-11.1% |
| Participation rate | 55.1% | 65.7%-10.6pp | 77.1%-22.0pp | 67.7%-12.6pp |
| Annual return | 9.39% | 18.09%-8.7pp | 27.11%-17.7pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,509 | $2,281-33.8% | $3,950-61.8% | $2,756-45.2% |
| Participant deferral / active EE | $3,256 | $4,408-26.1% | $6,278-48.1% | $4,299-24.3% |
| Admin fee / account holder | $7,746 | $7,168+8.1% | $10,419-25.7% | $6,940+11.6% |