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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 | $88,838 | $76,407+16.3% | $150,298-40.9% | $82,448+7.8% |
| Participation rate | 51.9% | 66.4%-14.5pp | 77.8%-25.9pp | 68.1%-16.2pp |
| Annual return | 7.43% | 39.99%-32.6pp | 62.79%-55.4pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,685 | $2,614-35.5% | $4,154-59.4% | $2,551-34.0% |
| Participant deferral / active EE | $3,779 | $3,214+17.6% | $5,453-30.7% | $4,139-8.7% |
| Admin fee / account holder | $4,959 | $6,352-21.9% | $14,116-64.9% | $7,234-31.5% |