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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 | $84,717 | $79,955+6.0% | $98,461-14.0% | $75,173+12.7% |
| Participation rate | 26.9% | 70.4%-43.4pp | 75.2%-48.2pp | 67.2%-40.3pp |
| Annual return | 12.79% | 19.75%-7.0pp | 21.17%-8.4pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,262 | $2,264-44.2% | $3,049-58.6% | $2,671-52.7% |
| Participant deferral / active EE | $2,238 | $3,752-40.4% | $4,738-52.8% | $4,126-45.8% |
| Admin fee / account holder | $2,017 | $6,841-70.5% | $8,961-77.5% | $5,651-64.3% |