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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 | $73,450 | $58,627+25.3% | $76,735-4.3% | $82,448-10.9% |
| Participation rate | 40.7% | 63.2%-22.5pp | 69.5%-28.8pp | 68.1%-27.3pp |
| Annual return | 12.23% | 39.10%-26.9pp | 29.77%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,192 | $1,729-31.1% | $2,454-51.4% | $2,551-53.3% |
| Participant deferral / active EE | $2,172 | $3,134-30.7% | $4,088-46.9% | $4,139-47.5% |
| Admin fee / account holder | $865 | $5,323-83.7% | $7,189-88.0% | $7,234-88.0% |