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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 | $84,289 | $71,215+18.4% | $93,696-10.0% | $80,935+4.1% |
| Participation rate | 44.7% | 60.4%-15.7pp | 68.7%-24.0pp | 67.7%-22.9pp |
| Annual return | 8.60% | 11.27%-2.7pp | 133.74%-125.1pp | 35.66%-27.1pp |
| Employer contribution / active EE | $989 | $1,565-36.8% | $2,422-59.2% | $2,757-64.1% |
| Participant deferral / active EE | $3,960 | $4,037-1.9% | $4,417-10.3% | $4,299-7.9% |
| Admin fee / account holder | $6,044 | $6,958-13.1% | $8,287-27.1% | $6,924-12.7% |