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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 | $94,451 | $76,834+22.9% | $108,359-12.8% | $87,485+8.0% |
| Participation rate | 57.3% | 61.7%-4.4pp | 70.1%-12.8pp | 68.9%-11.6pp |
| Annual return | 9.53% | 19.09%-9.6pp | 36.89%-27.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $1,500 | $1,556-3.6% | $2,399-37.5% | $2,596-42.2% |
| Participant deferral / active EE | $3,509 | $3,100+13.2% | $4,137-15.2% | $4,274-17.9% |
| Admin fee / account holder | $2,593 | $6,537-60.3% | $9,741-73.4% | $7,775-66.7% |