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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 | $78,166 | $57,590+35.7% | $86,233-9.4% | $82,448-5.2% |
| Participation rate | 43.9% | 57.9%-14.0pp | 69.0%-25.1pp | 68.1%-24.2pp |
| Annual return | 11.85% | 22.41%-10.6pp | 61.39%-49.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $616 | $1,655-62.8% | $2,504-75.4% | $2,551-75.9% |
| Participant deferral / active EE | $2,812 | $3,080-8.7% | $4,559-38.3% | $4,139-32.1% |
| Admin fee / account holder | $8,120 | $4,730+71.7% | $8,342-2.7% | $7,234+12.2% |