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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 | $84,707 | $73,955+14.5% | $96,520-12.2% | $75,181+12.7% |
| Participation rate | 34.5% | 66.4%-31.9pp | 74.3%-39.9pp | 67.2%-32.7pp |
| Annual return | 12.89% | 26.72%-13.8pp | 35.72%-22.8pp | 160.69%-147.8pp |
| Employer contribution / active EE | $1,096 | $2,930-62.6% | $3,739-70.7% | $2,671-59.0% |
| Participant deferral / active EE | $2,362 | $3,659-35.5% | $4,879-51.6% | $4,126-42.8% |
| Admin fee / account holder | $1,141 | $5,217-78.1% | $6,733-83.0% | $5,650-79.8% |