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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 | $75,140 | $79,955-6.0% | $98,450-23.7% | $75,181-0.1% |
| Participation rate | 57.1% | 70.4%-13.2pp | 75.2%-18.0pp | 67.2%-10.1pp |
| Annual return | 6.96% | 19.75%-12.8pp | 21.16%-14.2pp | 160.69%-153.7pp |
| Employer contribution / active EE | $1,836 | $2,264-18.9% | $3,049-39.8% | $2,671-31.2% |
| Participant deferral / active EE | $2,454 | $3,752-34.6% | $4,739-48.2% | $4,126-40.5% |
| Admin fee / account holder | $4,059 | $6,841-40.7% | $8,961-54.7% | $5,650-28.2% |