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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 | $87,832 | $54,541+61.0% | $78,778+11.5% | $70,124+25.3% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 11.73% | 21.07%-9.3pp | 35.62%-23.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,134 | $1,089+4.1% | $1,986-42.9% | $2,342-51.6% |
| Participant deferral / active EE | $2,222 | $2,210+0.5% | $2,958-24.9% | $3,332-33.3% |
| Admin fee / account holder | $19,188 | $3,709+417.4% | $5,134+273.7% | $4,645+313.0% |