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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 | $79,463 | $49,791+59.6% | $78,210+1.6% | $70,126+13.3% |
| Participation rate | 57.1% | 62.3%-5.2pp | 68.7%-11.6pp | 69.5%-12.4pp |
| Annual return | 10.64% | 20.75%-10.1pp | 40.90%-30.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,321 | $1,430-7.6% | $2,034-35.1% | $2,343-43.6% |
| Participant deferral / active EE | $3,169 | $2,150+47.4% | $2,823+12.3% | $3,332-4.9% |
| Admin fee / account holder | $10,133 | $3,181+218.6% | $3,758+169.6% | $4,645+118.1% |