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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 | $74,842 | $54,541+37.2% | $78,775-5.0% | $70,126+6.7% |
| Participation rate | 43.9% | 60.8%-16.9pp | 69.2%-25.3pp | 69.5%-25.7pp |
| Annual return | 8.25% | 21.07%-12.8pp | 35.62%-27.4pp | 73.15%-64.9pp |
| Employer contribution / active EE | $2,046 | $1,089+88.0% | $1,986+3.1% | $2,343-12.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,002 | $3,709+88.8% | $5,132+36.4% | $4,646+50.7% |