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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 | $76,833 | $80,731-4.8% | $103,374-25.7% | $74,546+3.1% |
| Participation rate | 41.5% | 65.7%-24.2pp | 74.5%-33.0pp | 67.2%-25.7pp |
| Annual return | 9.95% | 27.56%-17.6pp | 24.89%-14.9pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $1,532 | $3,158-51.5% | $3,869-60.4% | $2,624-41.6% |
| Participant deferral / active EE | $2,982 | $3,860-22.8% | $5,058-41.0% | $4,347-31.4% |
| Admin fee / account holder | $6,417 | $2,369+170.9% | $8,394-23.6% | $1,944+230.2% |