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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 | $92,140 | $73,787+24.9% | $98,716-6.7% | $82,448+11.8% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.3%-11.0pp | 68.1%-9.7pp |
| Annual return | 12.46% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $422 | $1,511-72.1% | $2,279-81.5% | $2,551-83.4% |
| Participant deferral / active EE | $2,405 | $3,081-22.0% | $4,048-40.6% | $4,139-41.9% |
| Admin fee / account holder | $4,210 | $6,500-35.2% | $8,703-51.6% | $7,234-41.8% |