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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 | $83,177 | $51,638+61.1% | $129,406-35.7% | $80,959+2.7% |
| Participation rate | 44.4% | 56.9%-12.5pp | 69.6%-25.2pp | 67.7%-23.2pp |
| Annual return | 8.52% | 20.78%-12.3pp | 9468.18%-9459.7pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,335 | $1,584-15.7% | $4,155-67.9% | $2,757-51.6% |
| Participant deferral / active EE | $2,636 | $2,670-1.3% | $4,167-36.7% | $4,300-38.7% |
| Admin fee / account holder | $1,309 | $4,313-69.6% | $7,689-83.0% | $6,925-81.1% |