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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 | $87,908 | $65,364+34.5% | $92,909-5.4% | $72,975+20.5% |
| Participation rate | 39.5% | 68.3%-28.8pp | 76.0%-36.5pp | 69.5%-30.0pp |
| Annual return | 14.07% | 42.11%-28.0pp | 109.44%-95.4pp | 81.01%-66.9pp |
| Employer contribution / active EE | $1,193 | $2,594-54.0% | $3,653-67.4% | $2,440-51.1% |
| Participant deferral / active EE | $2,257 | $3,128-27.8% | $4,238-46.7% | $3,608-37.4% |
| Admin fee / account holder | $468 | $4,251-89.0% | $5,795-91.9% | $5,124-90.9% |