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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 | $86,938+18.7% | $102,423+0.7% | $80,925+27.5% |
| Participation rate | 54.4% | 72.4%-18.0pp | 76.5%-22.1pp | 67.7%-13.3pp |
| Annual return | 8.00% | 18.89%-10.9pp | 29.42%-21.4pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,399 | $2,369-40.9% | $3,023-53.7% | $2,756-49.2% |
| Participant deferral / active EE | $4,677 | $4,120+13.5% | $5,054-7.5% | $4,299+8.8% |
| Admin fee / account holder | $38,608 | $8,053+379.4% | $9,455+308.4% | $6,940+456.3% |