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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 | $82,563 | $94,031-12.2% | $115,768-28.7% | $82,448+0.1% |
| Participation rate | 44.4% | 70.4%-26.0pp | 74.4%-29.9pp | 68.1%-23.6pp |
| Annual return | 9.83% | 20.61%-10.8pp | 100.46%-90.6pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,389 | $2,323-40.2% | $2,940-52.8% | $2,551-45.6% |
| Participant deferral / active EE | $2,773 | $3,972-30.2% | $4,917-43.6% | $4,139-33.0% |
| Admin fee / account holder | $2,270 | $10,249-77.8% | $12,439-81.7% | $7,234-68.6% |