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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 | $82,311 | $52,306+57.4% | $69,779+18.0% | $62,881+30.9% |
| Participation rate | 17.0% | 67.2%-50.3pp | 71.8%-54.8pp | 69.3%-52.3pp |
| Annual return | 4.13% | 13.35%-9.2pp | 12.99%-8.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,040 | $1,799-42.2% | $2,338-55.5% | $2,281-54.4% |
| Participant deferral / active EE | $1,444 | $2,395-39.7% | $2,931-50.7% | $3,203-54.9% |
| Admin fee / account holder | $1,078 | $3,691-70.8% | $4,381-75.4% | $4,296-74.9% |