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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 | $82,838 | $54,541+51.9% | $78,778+5.2% | $70,126+18.1% |
| Participation rate | 54.3% | 60.8%-6.5pp | 69.2%-14.8pp | 69.5%-15.2pp |
| Annual return | 7.27% | 21.07%-13.8pp | 35.62%-28.3pp | 73.15%-65.9pp |
| Employer contribution / active EE | $1,123 | $1,089+3.2% | $1,986-43.4% | $2,343-52.1% |
| Participant deferral / active EE | $1,986 | $2,210-10.1% | $2,958-32.9% | $3,332-40.4% |
| Admin fee / account holder | $2,592 | $3,709-30.1% | $5,134-49.5% | $4,645-44.2% |