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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 | $84,357 | $69,137+22.0% | $182,153-53.7% | $94,015-10.3% |
| Participation rate | 36.7% | 59.6%-22.9pp | 65.7%-29.0pp | 70.8%-34.1pp |
| Annual return | 6.61% | 21.34%-14.7pp | 35.04%-28.4pp | 17.84%-11.2pp |
| Employer contribution / active EE | $1,229 | $2,152-42.9% | $2,593-52.6% | $2,790-55.9% |
| Participant deferral / active EE | $2,279 | $2,665-14.5% | $3,776-39.6% | $4,249-46.4% |
| Admin fee / account holder | $13,071 | $11,615+12.5% | $9,477+37.9% | $8,951+46.0% |