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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 | $110,672 | $106,749+3.7% | $145,433-23.9% | $82,448+34.2% |
| Participation rate | 51.6% | 75.6%-24.0pp | 82.1%-30.5pp | 68.1%-16.4pp |
| Annual return | 14.02% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,061 | $3,444-40.2% | $4,554-54.7% | $2,551-19.2% |
| Participant deferral / active EE | $4,408 | $6,519-32.4% | $7,897-44.2% | $4,139+6.5% |
| Admin fee / account holder | $5,513 | $8,390-34.3% | $13,129-58.0% | $7,234-23.8% |