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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 | $88,973 | $63,773+39.5% | $81,286+9.5% | $80,925+9.9% |
| Participation rate | 45.2% | 63.9%-18.8pp | 69.5%-24.4pp | 67.7%-22.5pp |
| Annual return | 8.48% | 16.37%-7.9pp | 24.80%-16.3pp | 35.65%-27.2pp |
| Employer contribution / active EE | $1,279 | $1,979-35.4% | $2,463-48.1% | $2,756-53.6% |
| Participant deferral / active EE | $1,725 | $3,093-44.2% | $3,883-55.6% | $4,299-59.9% |
| Admin fee / account holder | $2,965 | $5,682-47.8% | $5,764-48.6% | $6,940-57.3% |