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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 | $78,862 | $65,364+20.7% | $92,909-15.1% | $72,975+8.1% |
| Participation rate | 52.4% | 68.3%-15.9pp | 76.0%-23.6pp | 69.5%-17.1pp |
| Annual return | 15.10% | 42.11%-27.0pp | 109.44%-94.3pp | 81.01%-65.9pp |
| Employer contribution / active EE | $1,226 | $2,594-52.7% | $3,653-66.4% | $2,440-49.7% |
| Participant deferral / active EE | $2,751 | $3,128-12.0% | $4,238-35.1% | $3,608-23.7% |
| Admin fee / account holder | $2,038 | $4,251-52.1% | $5,795-64.8% | $5,124-60.2% |