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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 | $87,579 | $85,515+2.4% | $112,040-21.8% | $67,986+28.8% |
| Participation rate | 24.8% | 68.2%-43.4pp | 76.5%-51.7pp | 57.2%-32.4pp |
| Annual return | 11.29% | 29.68%-18.4pp | 24.52%-13.2pp | 31.67%-20.4pp |
| Employer contribution / active EE | $797 | $2,191-63.6% | $2,954-73.0% | $2,019-60.5% |
| Participant deferral / active EE | $1,868 | $4,014-53.5% | $5,098-63.4% | $3,358-44.4% |
| Admin fee / account holder | $1,832 | $3,774-51.4% | $12,098-84.9% | $3,203-42.8% |