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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 | $83,779 | $75,720+10.6% | $90,312-7.2% | $86,983-3.7% |
| Participation rate | 44.7% | 66.3%-21.5pp | 72.9%-28.2pp | 69.5%-24.8pp |
| Annual return | 1.97% | 18.55%-16.6pp | 18.90%-16.9pp | 25.83%-23.9pp |
| Employer contribution / active EE | $1,346 | $1,945-30.8% | $2,243-40.0% | $2,584-47.9% |
| Participant deferral / active EE | $4,679 | $3,001+55.9% | $3,749+24.8% | $4,194+11.6% |
| Admin fee / account holder | $180,737 | $6,201+2814.8% | $8,248+2091.4% | $7,856+2200.7% |