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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 | $89,237 | $81,487+9.5% | $102,412-12.9% | $80,935+10.3% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 9.17% | 25.60%-16.4pp | 24.94%-15.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,362 | $3,103-56.1% | $3,870-64.8% | $2,757-50.6% |
| Participant deferral / active EE | $2,352 | $3,871-39.2% | $5,060-53.5% | $4,299-45.3% |
| Admin fee / account holder | $3,064 | $6,717-54.4% | $8,388-63.5% | $6,924-55.7% |