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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 | $79,248 | $77,896+1.7% | $134,172-40.9% | $82,448-3.9% |
| Participation rate | 30.9% | 62.8%-31.9pp | 72.5%-41.5pp | 68.1%-37.1pp |
| Annual return | 8.17% | 18.21%-10.0pp | 25.30%-17.1pp | 41.64%-33.5pp |
| Employer contribution / active EE | $829 | $2,159-61.6% | $3,420-75.8% | $2,551-67.5% |
| Participant deferral / active EE | $1,921 | $3,162-39.2% | $4,690-59.0% | $4,139-53.6% |
| Admin fee / account holder | $3,267 | $6,336-48.4% | $12,016-72.8% | $7,234-54.8% |