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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 | $79,731 | $56,894+40.1% | $84,753-5.9% | $62,881+26.8% |
| Participation rate | 59.4% | 68.5%-9.2pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | 3.91% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,494 | $2,400+3.9% | $3,574-30.2% | $2,281+9.3% |
| Participant deferral / active EE | $4,858 | $2,709+79.3% | $3,712+30.9% | $3,203+51.7% |
| Admin fee / account holder | $5,006 | $3,581+39.8% | $5,333-6.1% | $4,296+16.5% |