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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 | $89,559 | $60,349+48.4% | $74,184+20.7% | $62,881+42.4% |
| Participation rate | 46.7% | 72.7%-26.1pp | 76.6%-30.0pp | 69.3%-22.6pp |
| Annual return | 3.81% | 21.38%-17.6pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,200 | $1,680-28.6% | $2,370-49.4% | $2,281-47.4% |
| Participant deferral / active EE | $2,670 | $2,856-6.5% | $3,550-24.8% | $3,203-16.7% |
| Admin fee / account holder | $14,733 | $4,261+245.8% | $5,586+163.8% | $4,296+243.0% |