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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 | $75,155 | $72,607+3.5% | $90,259-16.7% | $87,485-14.1% |
| Participation rate | 42.3% | 64.8%-22.6pp | 70.7%-28.5pp | 68.9%-26.7pp |
| Annual return | 11.52% | 18.59%-7.1pp | 18.88%-7.4pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,438 | $1,919-25.1% | $2,291-37.2% | $2,596-44.6% |
| Participant deferral / active EE | $2,938 | $3,055-3.8% | $3,827-23.2% | $4,274-31.3% |
| Admin fee / account holder | $34,532 | $5,947+480.7% | $7,267+375.2% | $7,775+344.2% |