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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 | $79,757 | $75,720+5.3% | $90,312-11.7% | $86,983-8.3% |
| Participation rate | 52.5% | 66.3%-13.8pp | 72.9%-20.4pp | 69.5%-17.0pp |
| Annual return | 4.28% | 18.55%-14.3pp | 18.90%-14.6pp | 25.83%-21.6pp |
| Employer contribution / active EE | $1,594 | $1,945-18.0% | $2,243-28.9% | $2,584-38.3% |
| Participant deferral / active EE | $1,989 | $3,001-33.7% | $3,749-46.9% | $4,194-52.6% |
| Admin fee / account holder | $3,337 | $6,201-46.2% | $8,248-59.5% | $7,856-57.5% |