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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 | $77,896+6.2% | $134,172-38.4% | $82,448+0.3% |
| Participation rate | 46.2% | 62.8%-16.6pp | 72.5%-26.3pp | 68.1%-21.9pp |
| Annual return | 6.85% | 18.21%-11.4pp | 25.30%-18.4pp | 41.64%-34.8pp |
| Employer contribution / active EE | $1,175 | $2,159-45.6% | $3,420-65.6% | $2,551-53.9% |
| Participant deferral / active EE | $2,401 | $3,162-24.1% | $4,690-48.8% | $4,139-42.0% |
| Admin fee / account holder | $22,411 | $6,336+253.7% | $12,016+86.5% | $7,234+209.8% |