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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 | $82,927 | $73,978+12.1% | $96,515-14.1% | $75,173+10.3% |
| Participation rate | 42.1% | 66.4%-24.3pp | 74.3%-32.2pp | 67.2%-25.1pp |
| Annual return | 12.54% | 26.72%-14.2pp | 35.73%-23.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $1,537 | $2,931-47.6% | $3,740-58.9% | $2,671-42.5% |
| Participant deferral / active EE | $2,889 | $3,660-21.1% | $4,880-40.8% | $4,126-30.0% |
| Admin fee / account holder | $1,035 | $5,219-80.2% | $6,735-84.6% | $5,651-81.7% |