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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 | $103,176 | $86,949+18.7% | $102,460+0.7% | $80,959+27.4% |
| Participation rate | 54.4% | 72.4%-18.0pp | 76.5%-22.1pp | 67.7%-13.3pp |
| Annual return | 8.00% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,399 | $2,370-41.0% | $3,025-53.7% | $2,757-49.3% |
| Participant deferral / active EE | $4,677 | $4,121+13.5% | $5,056-7.5% | $4,300+8.8% |
| Admin fee / account holder | $38,608 | $8,048+379.7% | $9,460+308.1% | $6,925+457.5% |