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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 | $107,098 | $64,359+66.4% | $90,161+18.8% | $70,126+52.7% |
| Participation rate | 56.0% | 70.4%-14.4pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 13.11% | 28.13%-15.0pp | 34.89%-21.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,013 | $2,046-50.5% | $3,318-69.5% | $2,343-56.8% |
| Participant deferral / active EE | $2,401 | $4,389-45.3% | $5,287-54.6% | $3,332-27.9% |
| Admin fee / account holder | $16,774 | $3,945+325.2% | $5,943+182.2% | $4,645+261.1% |