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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 | $84,747 | $60,349+40.4% | $74,184+14.2% | $62,881+34.8% |
| Participation rate | 51.2% | 72.7%-21.5pp | 76.6%-25.4pp | 69.3%-18.1pp |
| Annual return | 3.75% | 21.38%-17.6pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,372 | $1,680-18.4% | $2,370-42.1% | $2,281-39.9% |
| Participant deferral / active EE | $2,562 | $2,856-10.3% | $3,550-27.8% | $3,203-20.0% |
| Admin fee / account holder | $3,756 | $4,261-11.9% | $5,586-32.8% | $4,296-12.6% |