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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 | $108,082 | $54,541+98.2% | $78,778+37.2% | $70,126+54.1% |
| Participation rate | 56.1% | 60.8%-4.7pp | 69.2%-13.1pp | 69.5%-13.4pp |
| Annual return | 10.56% | 21.07%-10.5pp | 35.62%-25.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $918 | $1,089-15.6% | $1,986-53.7% | $2,343-60.8% |
| Participant deferral / active EE | $2,747 | $2,210+24.3% | $2,958-7.1% | $3,332-17.5% |
| Admin fee / account holder | $5,583 | $3,709+50.6% | $5,134+8.8% | $4,645+20.2% |