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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 | $78,881 | $71,197+10.8% | $93,669-15.8% | $80,925-2.5% |
| Participation rate | 54.5% | 60.4%-5.8pp | 68.7%-14.2pp | 67.7%-13.1pp |
| Annual return | 9.70% | 11.27%-1.6pp | 133.59%-123.9pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,731 | $1,565+10.7% | $2,424-28.6% | $2,756-37.2% |
| Participant deferral / active EE | $4,175 | $4,036+3.5% | $4,416-5.4% | $4,299-2.9% |
| Admin fee / account holder | $2,988 | $6,959-57.1% | $8,291-64.0% | $6,940-56.9% |