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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 | $78,256 | $55,684+40.5% | $75,900+3.1% | $72,976+7.2% |
| Participation rate | 54.7% | 61.1%-6.4pp | 69.3%-14.6pp | 69.5%-14.8pp |
| Annual return | 1.21% | 27.60%-26.4pp | 30.73%-29.5pp | 81.02%-79.8pp |
| Employer contribution / active EE | $1,050 | $1,687-37.8% | $2,501-58.0% | $2,440-57.0% |
| Participant deferral / active EE | $2,843 | $2,634+7.9% | $3,604-21.1% | $3,608-21.2% |
| Admin fee / account holder | $1,052 | $3,981-73.6% | $5,421-80.6% | $5,124-79.5% |