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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 | $81,334+7.7% | $113,397-22.8% | $64,097+36.6% |
| Participation rate | 24.8% | 65.6%-40.9pp | 76.5%-51.7pp | 55.2%-30.4pp |
| Annual return | 11.29% | 32.50%-21.2pp | 23.20%-11.9pp | 34.64%-23.3pp |
| Employer contribution / active EE | $797 | $2,077-61.6% | $2,977-73.2% | $1,891-57.9% |
| Participant deferral / active EE | $1,868 | $3,795-50.8% | $5,076-63.2% | $3,080-39.3% |
| Admin fee / account holder | $1,832 | $4,208-56.5% | $11,957-84.7% | $3,454-47.0% |