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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 | $85,669 | $77,574+10.4% | $108,753-21.2% | $86,983-1.5% |
| Participation rate | 44.4% | 62.3%-17.9pp | 71.1%-26.6pp | 69.5%-25.1pp |
| Annual return | 11.45% | 18.42%-7.0pp | 37.47%-26.0pp | 25.83%-14.4pp |
| Employer contribution / active EE | $804 | $1,611-50.1% | $2,427-66.9% | $2,584-68.9% |
| Participant deferral / active EE | $2,854 | $3,128-8.8% | $4,115-30.6% | $4,194-31.9% |
| Admin fee / account holder | $3,777 | $6,529-42.1% | $10,320-63.4% | $7,856-51.9% |