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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 | $94,435 | $58,493+61.4% | $84,021+12.4% | $72,975+29.4% |
| Participation rate | 38.5% | 61.2%-22.8pp | 69.0%-30.6pp | 69.5%-31.0pp |
| Annual return | 16.31% | 28.93%-12.6pp | 71.32%-55.0pp | 81.01%-64.7pp |
| Employer contribution / active EE | $1,089 | $1,163-6.4% | $1,984-45.1% | $2,440-55.4% |
| Participant deferral / active EE | $2,256 | $2,394-5.7% | $3,239-30.3% | $3,608-37.5% |
| Admin fee / account holder | $1,862 | $4,569-59.2% | $6,102-69.5% | $5,124-63.7% |