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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 | $107,379 | $101,795+5.5% | $165,100-35.0% | $80,959+32.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 7.35% | 16.73%-9.4pp | 70.21%-62.9pp | 35.67%-28.3pp |
| Employer contribution / active EE | $1,191 | $2,954-59.7% | $4,348-72.6% | $2,757-56.8% |
| Participant deferral / active EE | $2,750 | $4,476-38.6% | $6,035-54.4% | $4,300-36.0% |
| Admin fee / account holder | $10,059 | $8,221+22.4% | $12,696-20.8% | $6,925+45.3% |