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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 | $94,342 | $72,607+29.9% | $90,259+4.5% | $87,485+7.8% |
| Participation rate | 42.0% | 64.8%-22.8pp | 70.7%-28.7pp | 68.9%-26.9pp |
| Annual return | 11.60% | 18.59%-7.0pp | 18.88%-7.3pp | 26.06%-14.5pp |
| Employer contribution / active EE | $940 | $1,919-51.0% | $2,291-59.0% | $2,596-63.8% |
| Participant deferral / active EE | $1,304 | $3,055-57.3% | $3,827-65.9% | $4,274-69.5% |
| Admin fee / account holder | $3,222 | $5,947-45.8% | $7,267-55.7% | $7,775-58.6% |