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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 | $78,502 | $75,541+3.9% | $152,093-48.4% | $82,637-5.0% |
| Participation rate | 17.1% | 66.5%-49.5pp | 77.8%-60.7pp | 68.1%-51.0pp |
| Annual return | 12.98% | 32.56%-19.6pp | 66.36%-53.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $624 | $2,622-76.2% | $4,175-85.0% | $2,552-75.5% |
| Participant deferral / active EE | $2,262 | $3,206-29.4% | $5,451-58.5% | $4,126-45.2% |
| Admin fee / account holder | $10,390 | $6,405+62.2% | $14,497-28.3% | $7,339+41.6% |