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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 | $93,312 | $81,504+14.5% | $102,437-8.9% | $80,959+15.3% |
| Participation rate | 37.3% | 66.9%-29.6pp | 74.5%-37.2pp | 67.7%-30.4pp |
| Annual return | 8.12% | 25.60%-17.5pp | 24.95%-16.8pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,367 | $3,104-56.0% | $3,871-64.7% | $2,757-50.4% |
| Participant deferral / active EE | $3,586 | $3,871-7.3% | $5,060-29.1% | $4,300-16.6% |
| Admin fee / account holder | $9,096 | $6,719+35.4% | $8,388+8.4% | $6,925+31.3% |