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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 | $84,959 | $76,550+11.0% | $123,894-31.4% | $62,881+35.1% |
| Participation rate | 46.5% | 73.0%-26.5pp | 81.4%-34.9pp | 69.3%-22.8pp |
| Annual return | 3.72% | 18.67%-15.0pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $817 | $2,882-71.7% | $4,617-82.3% | $2,281-64.2% |
| Participant deferral / active EE | $2,247 | $4,840-53.6% | $5,984-62.5% | $3,203-29.9% |
| Admin fee / account holder | $6,118 | $4,826+26.8% | $8,357-26.8% | $4,296+42.4% |