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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 | $77,966 | $57,590+35.4% | $86,233-9.6% | $82,448-5.4% |
| Participation rate | 41.3% | 57.9%-16.6pp | 69.0%-27.7pp | 68.1%-26.8pp |
| Annual return | 12.90% | 22.41%-9.5pp | 61.39%-48.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,070 | $1,655-35.4% | $2,504-57.3% | $2,551-58.1% |
| Participant deferral / active EE | $2,033 | $3,080-34.0% | $4,559-55.4% | $4,139-50.9% |
| Admin fee / account holder | $2,418 | $4,730-48.9% | $8,342-71.0% | $7,234-66.6% |