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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 | $84,086 | $69,977+20.2% | $108,582-22.6% | $62,881+33.7% |
| Participation rate | 45.5% | 72.9%-27.4pp | 79.6%-34.1pp | 69.3%-23.9pp |
| Annual return | 1.82% | 10.73%-8.9pp | -51.70%+53.5pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,767 | $2,135-17.2% | $3,758-53.0% | $2,281-22.5% |
| Participant deferral / active EE | $3,348 | $3,165+5.8% | $4,311-22.3% | $3,203+4.5% |
| Admin fee / account holder | $6,298 | $5,076+24.1% | $7,645-17.6% | $4,296+46.6% |