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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 | $97,648-15.4% | $121,663-32.1% | $87,485-5.6% |
| Participation rate | 44.4% | 70.5%-26.0pp | 74.5%-30.0pp | 68.9%-24.5pp |
| Annual return | 9.83% | 18.03%-8.2pp | 147.54%-137.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,389 | $2,300-39.6% | $3,020-54.0% | $2,596-46.5% |
| Participant deferral / active EE | $2,773 | $3,923-29.3% | $4,887-43.3% | $4,274-35.1% |
| Admin fee / account holder | $2,270 | $11,100-79.5% | $14,289-84.1% | $7,775-70.8% |