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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 | $72,607+15.4% | $90,259-7.2% | $87,485-4.2% |
| Participation rate | 44.7% | 64.8%-20.1pp | 70.7%-26.0pp | 68.9%-24.2pp |
| Annual return | 1.97% | 18.59%-16.6pp | 18.88%-16.9pp | 26.06%-24.1pp |
| Employer contribution / active EE | $1,346 | $1,919-29.9% | $2,291-41.3% | $2,596-48.2% |
| Participant deferral / active EE | $4,679 | $3,055+53.2% | $3,827+22.3% | $4,274+9.5% |
| Admin fee / account holder | $180,737 | $5,947+2939.3% | $7,267+2387.0% | $7,775+2224.7% |