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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 | $117,438 | $97,648+20.3% | $121,663-3.5% | $87,485+34.2% |
| Participation rate | 48.5% | 70.5%-22.0pp | 74.5%-26.0pp | 68.9%-20.4pp |
| Annual return | 11.51% | 18.03%-6.5pp | 147.54%-136.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,624 | $2,300-29.4% | $3,020-46.2% | $2,596-37.4% |
| Participant deferral / active EE | $3,254 | $3,923-17.1% | $4,887-33.4% | $4,274-23.9% |
| Admin fee / account holder | $3,367 | $11,100-69.7% | $14,289-76.4% | $7,775-56.7% |