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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 | $79,789 | $82,879-3.7% | $96,576-17.4% | $67,986+17.4% |
| Participation rate | 38.6% | 75.2%-36.6pp | 81.4%-42.8pp | 57.2%-18.6pp |
| Annual return | 14.34% | 36.90%-22.6pp | 38.47%-24.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,452 | $2,727-46.8% | $3,553-59.1% | $2,019-28.1% |
| Participant deferral / active EE | $2,591 | $6,976-62.9% | $7,956-67.4% | $3,358-22.8% |
| Admin fee / account holder | $5,055 | $2,783+81.6% | $11,381-55.6% | $3,203+57.8% |