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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 | $83,439 | $51,638+61.6% | $129,406-35.5% | $80,959+3.1% |
| Participation rate | 47.2% | 56.9%-9.7pp | 69.6%-22.4pp | 67.7%-20.4pp |
| Annual return | 10.21% | 20.78%-10.6pp | 9468.18%-9458.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,545 | $1,584-2.5% | $4,155-62.8% | $2,757-44.0% |
| Participant deferral / active EE | $3,148 | $2,670+17.9% | $4,167-24.5% | $4,300-26.8% |
| Admin fee / account holder | $4,650 | $4,313+7.8% | $7,689-39.5% | $6,925-32.9% |