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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 | $94,436+24.4% | $115,599+1.6% | $82,637+42.1% |
| Participation rate | 48.5% | 70.4%-21.9pp | 74.3%-25.8pp | 68.1%-19.6pp |
| Annual return | 11.51% | 18.37%-6.9pp | 111.10%-99.6pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,624 | $2,324-30.1% | $2,955-45.0% | $2,552-36.4% |
| Participant deferral / active EE | $3,254 | $3,955-17.7% | $4,889-33.5% | $4,126-21.1% |
| Admin fee / account holder | $3,367 | $10,328-67.4% | $12,841-73.8% | $7,339-54.1% |