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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 | $93,335 | $87,132+7.1% | $105,624-11.6% | $80,959+15.3% |
| Participation rate | 46.2% | 70.4%-24.3pp | 75.3%-29.1pp | 67.7%-21.5pp |
| Annual return | 8.90% | 17.03%-8.1pp | 116.20%-107.3pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,440 | $2,397-39.9% | $3,168-54.5% | $2,757-47.8% |
| Participant deferral / active EE | $3,011 | $3,985-24.5% | $5,013-39.9% | $4,300-30.0% |
| Admin fee / account holder | $2,397 | $8,449-71.6% | $10,961-78.1% | $6,925-65.4% |