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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 | $75,093 | $54,541+37.7% | $78,778-4.7% | $70,126+7.1% |
| Participation rate | 44.3% | 60.8%-16.5pp | 69.2%-24.9pp | 69.5%-25.3pp |
| Annual return | 10.91% | 21.07%-10.2pp | 35.62%-24.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $813 | $1,089-25.3% | $1,986-59.1% | $2,343-65.3% |
| Participant deferral / active EE | $2,060 | $2,210-6.8% | $2,958-30.4% | $3,332-38.2% |
| Admin fee / account holder | $2,594 | $3,709-30.1% | $5,134-49.5% | $4,645-44.2% |