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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 | $96,727 | $72,269+33.8% | $101,271-4.5% | $79,852+21.1% |
| Participation rate | 41.9% | 68.5%-26.5pp | 75.8%-33.9pp | 69.6%-27.7pp |
| Annual return | 8.23% | 22.29%-14.1pp | 46.48%-38.2pp | 31.72%-23.5pp |
| Employer contribution / active EE | $912 | $2,692-66.1% | $3,660-75.1% | $2,471-63.1% |
| Participant deferral / active EE | $2,872 | $3,282-12.5% | $4,371-34.3% | $3,740-23.2% |
| Admin fee / account holder | $2,233 | $4,401-49.3% | $5,948-62.5% | $5,306-57.9% |