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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 | $78,570 | $59,123+32.9% | $77,183+1.8% | $75,181+4.5% |
| Participation rate | 43.3% | 63.9%-20.5pp | 69.6%-26.2pp | 67.2%-23.9pp |
| Annual return | 12.87% | 26.72%-13.9pp | 37.89%-25.0pp | 160.69%-147.8pp |
| Employer contribution / active EE | $1,250 | $1,996-37.4% | $2,534-50.7% | $2,671-53.2% |
| Participant deferral / active EE | $1,725 | $2,999-42.5% | $3,833-55.0% | $4,126-58.2% |
| Admin fee / account holder | $5,175 | $4,776+8.4% | $5,475-5.5% | $5,650-8.4% |