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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 | $85,763 | $81,358+5.4% | $155,556-44.9% | $80,959+5.9% |
| Participation rate | 40.7% | 66.3%-25.5pp | 78.2%-37.5pp | 67.7%-26.9pp |
| Annual return | 9.91% | 33.39%-23.5pp | 64.84%-54.9pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,332 | $3,106-57.1% | $4,675-71.5% | $2,757-51.7% |
| Participant deferral / active EE | $2,189 | $3,455-36.7% | $5,631-61.1% | $4,300-49.1% |
| Admin fee / account holder | $1,607 | $7,994-79.9% | $15,885-89.9% | $6,925-76.8% |