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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 | $79,725 | $72,027+10.7% | $185,835-57.1% | $79,852-0.2% |
| Participation rate | 33.3% | 65.8%-32.4pp | 78.0%-44.7pp | 69.6%-36.3pp |
| Annual return | 10.98% | 23.13%-12.1pp | 35.96%-25.0pp | 31.72%-20.7pp |
| Employer contribution / active EE | $868 | $1,965-55.8% | $4,087-78.8% | $2,471-64.9% |
| Participant deferral / active EE | $1,878 | $3,780-50.3% | $5,633-66.7% | $3,740-49.8% |
| Admin fee / account holder | $1,103 | $4,513-75.6% | $9,502-88.4% | $5,306-79.2% |