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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 | $118,820 | $97,550+21.8% | $120,344-1.3% | $87,485+35.8% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.7%-36.7pp | 68.9%-28.9pp |
| Annual return | 10.29% | 18.41%-8.1pp | 20.30%-10.0pp | 26.06%-15.8pp |
| Employer contribution / active EE | $946 | $2,291-58.7% | $3,020-68.7% | $2,596-63.6% |
| Participant deferral / active EE | $3,926 | $4,230-7.2% | $5,135-23.5% | $4,274-8.1% |
| Admin fee / account holder | $783 | $9,543-91.8% | $12,742-93.9% | $7,775-89.9% |