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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 | $92,886 | $55,932+66.1% | $76,735+21.0% | $67,986+36.6% |
| Participation rate | 39.1% | 50.8%-11.7pp | 69.5%-30.4pp | 57.2%-18.1pp |
| Annual return | 12.68% | 23.10%-10.4pp | 29.77%-17.1pp | 31.67%-19.0pp |
| Employer contribution / active EE | $1,152 | $1,487-22.5% | $2,454-53.1% | $2,019-42.9% |
| Participant deferral / active EE | $2,178 | $2,558-14.8% | $4,088-46.7% | $3,358-35.1% |
| Admin fee / account holder | $7,396 | $4,907+50.7% | $7,189+2.9% | $3,203+130.9% |