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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 | $87,190 | $82,523+5.7% | $115,752-24.7% | $70,126+24.3% |
| Participation rate | 45.3% | 74.0%-28.7pp | 77.8%-32.5pp | 69.5%-24.3pp |
| Annual return | 12.77% | 28.22%-15.4pp | 19.41%-6.6pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,447 | $2,758-47.5% | $3,492-58.6% | $2,343-38.2% |
| Participant deferral / active EE | $3,789 | $4,062-6.7% | $5,204-27.2% | $3,332+13.7% |
| Admin fee / account holder | $11,555 | $4,552+153.9% | $6,278+84.1% | $4,645+148.7% |