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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 | $110,125 | $75,720+45.4% | $90,312+21.9% | $86,983+26.6% |
| Participation rate | 42.4% | 66.3%-23.9pp | 72.9%-30.5pp | 69.5%-27.2pp |
| Annual return | 4.80% | 18.55%-13.8pp | 18.90%-14.1pp | 25.83%-21.0pp |
| Employer contribution / active EE | $1,136 | $1,945-41.6% | $2,243-49.3% | $2,584-56.0% |
| Participant deferral / active EE | $2,840 | $3,001-5.4% | $3,749-24.3% | $4,194-32.3% |
| Admin fee / account holder | $8,937 | $6,201+44.1% | $8,248+8.4% | $7,856+13.8% |