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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 | $78,200 | $54,541+43.4% | $78,778-0.7% | $70,126+11.5% |
| Participation rate | 30.2% | 60.8%-30.6pp | 69.2%-39.0pp | 69.5%-39.3pp |
| Annual return | 11.12% | 21.07%-9.9pp | 35.62%-24.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $949 | $1,089-12.8% | $1,986-52.2% | $2,343-59.5% |
| Participant deferral / active EE | $2,188 | $2,210-1.0% | $2,958-26.1% | $3,332-34.3% |
| Admin fee / account holder | $20,839 | $3,709+461.9% | $5,134+305.9% | $4,645+348.6% |