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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 | $84,704 | $61,605+37.5% | $112,273-24.6% | $75,181+12.7% |
| Participation rate | 52.2% | 61.7%-9.5pp | 72.4%-20.3pp | 67.2%-15.0pp |
| Annual return | 10.08% | 28.47%-18.4pp | 30.23%-20.1pp | 160.69%-150.6pp |
| Employer contribution / active EE | $1,201 | $2,015-40.4% | $3,431-65.0% | $2,671-55.0% |
| Participant deferral / active EE | $2,741 | $3,108-11.8% | $4,800-42.9% | $4,126-33.6% |
| Admin fee / account holder | $4,326 | $4,862-11.0% | $7,752-44.2% | $5,650-23.4% |