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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 | $82,820 | $80,748+2.6% | $102,383-19.1% | $74,429+11.3% |
| Participation rate | 41.0% | 65.7%-24.7pp | 74.5%-33.5pp | 67.2%-26.2pp |
| Annual return | 8.69% | 27.57%-18.9pp | 24.94%-16.2pp | 1368.38%-1359.7pp |
| Employer contribution / active EE | $962 | $3,159-69.6% | $3,870-75.2% | $2,625-63.4% |
| Participant deferral / active EE | $2,099 | $3,861-45.6% | $5,060-58.5% | $4,348-51.7% |
| Admin fee / account holder | $6,637 | $2,371+180.0% | $8,391-20.9% | $1,944+241.4% |