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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 | $78,030 | $67,776+15.1% | $90,312-13.6% | $65,306+19.5% |
| Participation rate | 54.8% | 58.1%-3.3pp | 72.9%-18.1pp | 57.7%-2.9pp |
| Annual return | 7.23% | 16.62%-9.4pp | 18.90%-11.7pp | 21.94%-14.7pp |
| Employer contribution / active EE | $1,342 | $2,195-38.9% | $2,243-40.2% | $1,967-31.8% |
| Participant deferral / active EE | $1,617 | $2,641-38.8% | $3,749-56.9% | $2,959-45.4% |
| Admin fee / account holder | $7,676 | $3,322+131.1% | $8,248-6.9% | $3,480+120.6% |