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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 | $82,182 | $65,367+25.7% | $92,915-11.6% | $72,976+12.6% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 5.02% | 42.11%-37.1pp | 109.45%-104.4pp | 81.02%-76.0pp |
| Employer contribution / active EE | $1,213 | $2,594-53.2% | $3,653-66.8% | $2,440-50.3% |
| Participant deferral / active EE | $2,426 | $3,128-22.4% | $4,238-42.7% | $3,608-32.7% |
| Admin fee / account holder | $5,704 | $4,251+34.2% | $5,796-1.6% | $5,124+11.3% |