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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 | $76,449 | $55,902+36.8% | $76,030+0.6% | $80,959-5.6% |
| Participation rate | 52.9% | 62.1%-9.1pp | 69.1%-16.1pp | 67.7%-14.7pp |
| Annual return | 9.15% | 20.59%-11.4pp | 361.54%-352.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,489 | $1,867-20.2% | $2,688-44.6% | $2,757-46.0% |
| Participant deferral / active EE | $2,601 | $3,051-14.8% | $4,257-38.9% | $4,300-39.5% |
| Admin fee / account holder | $9,273 | $5,239+77.0% | $6,421+44.4% | $6,925+33.9% |