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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 | $88,947 | $88,672+0.3% | $105,223-15.5% | $82,448+7.9% |
| Participation rate | 44.8% | 67.9%-23.1pp | 75.0%-30.3pp | 68.1%-23.3pp |
| Annual return | 11.96% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,137 | $3,048-62.7% | $3,689-69.2% | $2,551-55.4% |
| Participant deferral / active EE | $3,496 | $4,036-13.4% | $5,072-31.1% | $4,139-15.5% |
| Admin fee / account holder | $3,775 | $7,146-47.2% | $8,859-57.4% | $7,234-47.8% |