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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 | $118,910 | $101,795+16.8% | $165,100-28.0% | $80,959+46.9% |
| Participation rate | 38.1% | 71.8%-33.7pp | 78.6%-40.5pp | 67.7%-29.6pp |
| Annual return | 9.99% | 16.73%-6.7pp | 70.21%-60.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,271 | $2,954-57.0% | $4,348-70.8% | $2,757-53.9% |
| Participant deferral / active EE | $2,451 | $4,476-45.2% | $6,035-59.4% | $4,300-43.0% |
| Admin fee / account holder | $6,994 | $8,221-14.9% | $12,696-44.9% | $6,925+1.0% |