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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 | $66,706 | $58,099+14.8% | $76,902-13.3% | $75,177-11.3% |
| Participation rate | 51.0% | 63.9%-12.9pp | 69.6%-18.6pp | 67.2%-16.2pp |
| Annual return | 11.67% | 26.71%-15.0pp | 37.91%-26.2pp | 160.75%-149.1pp |
| Employer contribution / active EE | $1,376 | $1,996-31.0% | $2,534-45.7% | $2,671-48.5% |
| Participant deferral / active EE | $2,147 | $2,999-28.4% | $3,833-44.0% | $4,126-48.0% |
| Admin fee / account holder | $1,917 | $4,778-59.9% | $5,479-65.0% | $5,651-66.1% |