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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 | $85,196 | $74,535+14.3% | $100,712-15.4% | $82,637+3.1% |
| Participation rate | 45.3% | 61.2%-15.9pp | 69.3%-24.0pp | 68.1%-22.8pp |
| Annual return | 11.67% | 18.92%-7.3pp | 33.27%-21.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $600 | $1,503-60.1% | $2,313-74.1% | $2,552-76.5% |
| Participant deferral / active EE | $1,535 | $3,074-50.1% | $4,085-62.4% | $4,126-62.8% |
| Admin fee / account holder | $2,652 | $6,576-59.7% | $9,256-71.4% | $7,339-63.9% |