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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 | $81,403+1.6% | $147,027-43.8% | $87,485-5.5% |
| Participation rate | 46.2% | 63.4%-17.3pp | 73.7%-27.6pp | 68.9%-22.8pp |
| Annual return | 6.85% | 16.51%-9.7pp | 20.23%-13.4pp | 26.06%-19.2pp |
| Employer contribution / active EE | $1,175 | $2,205-46.7% | $3,626-67.6% | $2,596-54.7% |
| Participant deferral / active EE | $2,401 | $3,315-27.6% | $4,933-51.3% | $4,274-43.8% |
| Admin fee / account holder | $22,411 | $6,755+231.8% | $12,223+83.4% | $7,775+188.3% |