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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 | $87,743 | $84,236+4.2% | $170,435-48.5% | $70,126+25.1% |
| Participation rate | 47.9% | 70.8%-22.9pp | 83.6%-35.7pp | 69.5%-21.6pp |
| Annual return | 11.41% | 23.06%-11.7pp | 205.94%-194.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,007 | $3,387-70.3% | $5,432-81.5% | $2,343-57.0% |
| Participant deferral / active EE | $4,030 | $3,086+30.6% | $4,939-18.4% | $3,332+21.0% |
| Admin fee / account holder | $1,335 | $5,698-76.6% | $13,881-90.4% | $4,645-71.3% |