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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 | $73,706 | $76,107-3.2% | $96,576-23.7% | $71,495+3.1% |
| Participation rate | 37.9% | 74.4%-36.5pp | 76.0%-38.1pp | 67.9%-30.1pp |
| Annual return | 13.72% | 22.81%-9.1pp | 25.87%-12.2pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,339 | $2,247-40.4% | $2,965-54.8% | $2,589-48.3% |
| Participant deferral / active EE | $2,398 | $4,218-43.2% | $4,851-50.6% | $4,291-44.1% |
| Admin fee / account holder | $13,098 | $2,708+383.7% | $8,253+58.7% | $1,588+724.9% |