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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 | $85,576 | $60,349+41.8% | $74,184+15.4% | $62,881+36.1% |
| Participation rate | 55.6% | 72.7%-17.2pp | 76.6%-21.1pp | 69.3%-13.7pp |
| Annual return | 3.80% | 21.38%-17.6pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,239 | $1,680-26.2% | $2,370-47.7% | $2,281-45.7% |
| Participant deferral / active EE | $2,496 | $2,856-12.6% | $3,550-29.7% | $3,203-22.1% |
| Admin fee / account holder | $10,920 | $4,261+156.3% | $5,586+95.5% | $4,296+154.2% |