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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 | $72,381 | $123,793-41.5% | $177,848-59.3% | $79,856-9.4% |
| Participation rate | 53.3% | 84.7%-31.3pp | 87.7%-34.4pp | 69.6%-16.3pp |
| Annual return | 6.87% | 22.82%-15.9pp | 48.33%-41.5pp | 31.71%-24.8pp |
| Employer contribution / active EE | $2,378 | $4,095-41.9% | $5,919-59.8% | $2,471-3.8% |
| Participant deferral / active EE | $6,146 | $5,956+3.2% | $7,714-20.3% | $3,741+64.3% |
| Admin fee / account holder | $5,924 | $7,243-18.2% | $12,431-52.3% | $5,306+11.6% |