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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 | $75,734 | $64,909+16.7% | $82,313-8.0% | $62,293+21.6% |
| Participation rate | 43.0% | 74.9%-31.9pp | 76.9%-33.9pp | 69.5%-26.5pp |
| Annual return | 12.44% | 21.18%-8.7pp | 25.88%-13.4pp | 28.90%-16.5pp |
| Employer contribution / active EE | $925 | $1,676-44.8% | $2,428-61.9% | $2,042-54.7% |
| Participant deferral / active EE | $1,984 | $3,103-36.1% | $3,706-46.5% | $3,169-37.4% |
| Admin fee / account holder | $33,355 | $440+7487.4% | $5,608+494.8% | $479+6858.4% |