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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 | $81,017 | $62,672+29.3% | $185,117-56.2% | $70,126+15.5% |
| Participation rate | 61.5% | 63.8%-2.2pp | 77.3%-15.7pp | 69.5%-8.0pp |
| Annual return | 12.00% | 40.79%-28.8pp | 40.50%-28.5pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,832 | $1,753+4.5% | $4,182-56.2% | $2,343-21.8% |
| Participant deferral / active EE | $2,461 | $3,272-24.8% | $5,045-51.2% | $3,332-26.2% |
| Admin fee / account holder | $982 | $3,932-75.0% | $8,159-88.0% | $4,645-78.9% |