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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 | $85,942 | $45,050+90.8% | $63,018+36.4% | $70,126+22.6% |
| Participation rate | 40.5% | 69.5%-29.0pp | 74.8%-34.3pp | 69.5%-29.1pp |
| Annual return | 9.74% | 18.76%-9.0pp | 87.62%-77.9pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,294 | $2,052-36.9% | $2,761-53.1% | $2,343-44.8% |
| Participant deferral / active EE | $2,347 | $2,466-4.8% | $3,330-29.5% | $3,332-29.6% |
| Admin fee / account holder | $3,429 | $2,834+21.0% | $3,601-4.8% | $4,645-26.2% |