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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 | $57,575+46.5% | $124,067-32.0% | $86,983-3.0% |
| Participation rate | 36.7% | 62.3%-25.5pp | 66.9%-30.2pp | 69.5%-32.8pp |
| Annual return | 6.61% | 19.65%-13.0pp | 31.06%-24.4pp | 25.83%-19.2pp |
| Employer contribution / active EE | $1,229 | $1,615-23.9% | $2,166-43.2% | $2,584-52.4% |
| Participant deferral / active EE | $2,279 | $2,623-13.1% | $3,463-34.2% | $4,194-45.7% |
| Admin fee / account holder | $13,071 | $8,506+53.7% | $7,351+77.8% | $7,856+66.4% |