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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 | $82,692 | $80,855+2.3% | $153,416-46.1% | $86,983-4.9% |
| Participation rate | 46.2% | 64.1%-18.0pp | 74.3%-28.2pp | 69.5%-23.4pp |
| Annual return | 6.85% | 16.18%-9.3pp | 17.84%-11.0pp | 25.83%-19.0pp |
| Employer contribution / active EE | $1,175 | $2,308-49.1% | $3,764-68.8% | $2,584-54.5% |
| Participant deferral / active EE | $2,401 | $3,333-27.9% | $4,723-49.2% | $4,194-42.7% |
| Admin fee / account holder | $22,411 | $6,908+224.4% | $13,095+71.1% | $7,856+185.3% |