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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 | $102,375 | $53,774+90.4% | $134,162-23.7% | $79,852+28.2% |
| Participation rate | 40.0% | 58.8%-18.8pp | 72.2%-32.2pp | 69.6%-29.6pp |
| Annual return | 8.28% | 19.01%-10.7pp | 36.35%-28.1pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,026 | $1,322-22.3% | $3,705-72.3% | $2,471-58.5% |
| Participant deferral / active EE | $1,751 | $2,420-27.6% | $3,500-50.0% | $3,740-53.2% |
| Admin fee / account holder | $2,886 | $3,985-27.6% | $6,685-56.8% | $5,306-45.6% |