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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 | $90,666 | $53,774+68.6% | $134,162-32.4% | $79,852+13.5% |
| Participation rate | 57.7% | 58.8%-1.1pp | 72.2%-14.5pp | 69.6%-11.9pp |
| Annual return | 7.98% | 19.01%-11.0pp | 36.35%-28.4pp | 31.72%-23.7pp |
| Employer contribution / active EE | $1,410 | $1,322+6.7% | $3,705-61.9% | $2,471-42.9% |
| Participant deferral / active EE | $3,439 | $2,420+42.1% | $3,500-1.7% | $3,740-8.0% |
| Admin fee / account holder | $13,827 | $3,985+247.0% | $6,685+106.8% | $5,306+160.6% |