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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 | $75,845 | $65,367+16.0% | $92,915-18.4% | $72,976+3.9% |
| Participation rate | 46.3% | 68.3%-22.0pp | 76.0%-29.7pp | 69.5%-23.1pp |
| Annual return | 14.59% | 42.11%-27.5pp | 109.45%-94.9pp | 81.02%-66.4pp |
| Employer contribution / active EE | $1,120 | $2,594-56.8% | $3,653-69.3% | $2,440-54.1% |
| Participant deferral / active EE | $1,991 | $3,128-36.4% | $4,238-53.0% | $3,608-44.8% |
| Admin fee / account holder | $695 | $4,251-83.7% | $5,796-88.0% | $5,124-86.4% |