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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 | $80,143 | $67,602+18.6% | $82,312-2.6% | $70,126+14.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 8.82% | 21.57%-12.7pp | 25.88%-17.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $1,327 | $1,755-24.4% | $2,428-45.4% | $2,343-43.4% |
| Participant deferral / active EE | $2,104 | $2,987-29.6% | $3,706-43.2% | $3,332-36.8% |
| Admin fee / account holder | $2,519 | $4,512-44.2% | $5,608-55.1% | $4,645-45.8% |