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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 | $88,246 | $71,215+23.9% | $93,696-5.8% | $80,935+9.0% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.9pp | 67.7%-15.8pp |
| Annual return | 9.72% | 11.27%-1.6pp | 133.74%-124.0pp | 35.66%-25.9pp |
| Employer contribution / active EE | $1,388 | $1,565-11.3% | $2,422-42.7% | $2,757-49.6% |
| Participant deferral / active EE | $1,942 | $4,037-51.9% | $4,417-56.0% | $4,299-54.8% |
| Admin fee / account holder | $25,970 | $6,958+273.2% | $8,287+213.4% | $6,924+275.0% |