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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 | $79,905 | $55,932+42.9% | $76,735+4.1% | $67,986+17.5% |
| Participation rate | 39.1% | 50.8%-11.7pp | 69.5%-30.4pp | 57.2%-18.1pp |
| Annual return | 13.14% | 23.10%-10.0pp | 29.77%-16.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $1,057 | $1,487-28.9% | $2,454-56.9% | $2,019-47.6% |
| Participant deferral / active EE | $2,095 | $2,558-18.1% | $4,088-48.7% | $3,358-37.6% |
| Admin fee / account holder | $23,667 | $4,907+382.3% | $7,189+229.2% | $3,203+638.9% |