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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 | $109,911 | $67,411+63.0% | $91,004+20.8% | $70,126+56.7% |
| Participation rate | 56.9% | 71.4%-14.4pp | 75.6%-18.7pp | 69.5%-12.6pp |
| Annual return | 12.33% | -40.16%+52.5pp | 4.60%+7.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,056 | $1,786-40.9% | $2,456-57.0% | $2,343-54.9% |
| Participant deferral / active EE | $3,092 | $2,823+9.6% | $3,548-12.8% | $3,332-7.2% |
| Admin fee / account holder | $2,040 | $4,236-51.8% | $5,417-62.3% | $4,645-56.1% |