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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 | $81,717 | $65,027+25.7% | $90,970-10.2% | $79,852+2.3% |
| Participation rate | 43.6% | 61.6%-18.0pp | 69.0%-25.4pp | 69.6%-26.0pp |
| Annual return | 8.21% | 30.45%-22.2pp | 134.58%-126.4pp | 31.72%-23.5pp |
| Employer contribution / active EE | $1,145 | $1,247-8.2% | $2,122-46.1% | $2,471-53.7% |
| Participant deferral / active EE | $2,900 | $2,512+15.4% | $3,373-14.0% | $3,740-22.5% |
| Admin fee / account holder | $8,888 | $4,535+96.0% | $5,960+49.1% | $5,306+67.5% |