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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 | $67,803 | $57,990+16.9% | $76,284-11.1% | $80,874-16.2% |
| Participation rate | 57.9% | 73.7%-15.8pp | 79.2%-21.3pp | 67.6%-9.8pp |
| Annual return | 11.15% | 15.89%-4.7pp | 13.77%-2.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,152 | $3,565-67.7% | $4,585-74.9% | $2,756-58.2% |
| Participant deferral / active EE | $2,834 | $3,814-25.7% | $5,478-48.3% | $4,297-34.0% |
| Admin fee / account holder | $5,699 | $5,668+0.5% | $5,131+11.1% | $6,935-17.8% |