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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 | $88,822 | $57,140+55.4% | $85,240+4.2% | $80,959+9.7% |
| Participation rate | 37.5% | 56.4%-18.9pp | 67.5%-30.0pp | 67.7%-30.2pp |
| Annual return | 9.00% | 21.71%-12.7pp | 66.75%-57.8pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,018 | $1,802-43.5% | $2,735-62.8% | $2,757-63.1% |
| Participant deferral / active EE | $1,761 | $3,115-43.5% | $4,527-61.1% | $4,300-59.1% |
| Admin fee / account holder | $46,466 | $4,992+830.8% | $6,165+653.7% | $6,925+571.0% |