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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 | $88,233 | $78,013+13.1% | $178,449-50.6% | $80,911+9.0% |
| Participation rate | 28.6% | 65.7%-37.1pp | 77.1%-48.5pp | 67.6%-39.1pp |
| Annual return | 9.72% | 18.07%-8.3pp | 27.09%-17.4pp | 35.63%-25.9pp |
| Employer contribution / active EE | $1,401 | $2,287-38.7% | $3,951-64.5% | $2,756-49.1% |
| Participant deferral / active EE | $2,390 | $4,408-45.8% | $6,277-61.9% | $4,297-44.4% |
| Admin fee / account holder | $2,556 | $7,166-64.3% | $10,362-75.3% | $6,935-63.1% |