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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 | $77,439 | $76,551+1.2% | $123,894-37.5% | $62,881+23.2% |
| Participation rate | 40.7% | 73.0%-32.2pp | 81.4%-40.7pp | 69.3%-28.6pp |
| Annual return | 5.33% | 18.68%-13.3pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,121 | $2,882-61.1% | $4,617-75.7% | $2,281-50.9% |
| Participant deferral / active EE | $3,734 | $4,840-22.8% | $5,984-37.6% | $3,203+16.6% |
| Admin fee / account holder | $9,254 | $4,826+91.8% | $8,357+10.7% | $4,296+115.4% |