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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 | $89,660 | $69,444+29.1% | $92,985-3.6% | $87,485+2.5% |
| Participation rate | 46.2% | 63.3%-17.1pp | 69.5%-23.3pp | 68.9%-22.8pp |
| Annual return | 9.02% | 23.85%-14.8pp | 27.99%-19.0pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,481 | $1,917-22.8% | $2,662-44.4% | $2,596-43.0% |
| Participant deferral / active EE | $2,687 | $3,364-20.1% | $4,377-38.6% | $4,274-37.1% |
| Admin fee / account holder | $36,686 | $6,137+497.8% | $9,463+287.7% | $7,775+371.9% |