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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 | $79,507 | $77,908+2.1% | $149,696-46.9% | $75,173+5.8% |
| Participation rate | 47.7% | 65.6%-17.9pp | 78.8%-31.0pp | 67.2%-19.5pp |
| Annual return | 10.04% | 31.73%-21.7pp | 134.46%-124.4pp | 160.72%-150.7pp |
| Employer contribution / active EE | $1,094 | $3,138-65.1% | $4,821-77.3% | $2,671-59.0% |
| Participant deferral / active EE | $2,094 | $3,411-38.6% | $5,682-63.1% | $4,126-49.2% |
| Admin fee / account holder | $3,840 | $5,950-35.5% | $13,212-70.9% | $5,651-32.0% |