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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 | $85,380 | $101,795-16.1% | $165,100-48.3% | $80,959+5.5% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.7%-11.7pp |
| Annual return | 9.58% | 16.73%-7.2pp | 70.21%-60.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,789 | $2,954-39.4% | $4,348-58.9% | $2,757-35.1% |
| Participant deferral / active EE | $2,071 | $4,476-53.7% | $6,035-65.7% | $4,300-51.8% |
| Admin fee / account holder | $3,376 | $8,221-58.9% | $12,696-73.4% | $6,925-51.2% |