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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 | $110,871 | $106,749+3.9% | $145,433-23.8% | $82,448+34.5% |
| Participation rate | 34.8% | 75.6%-40.9pp | 82.1%-47.3pp | 68.1%-33.3pp |
| Annual return | 12.17% | 27.59%-15.4pp | 66.58%-54.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,579 | $3,444-54.1% | $4,554-65.3% | $2,551-38.1% |
| Participant deferral / active EE | $3,655 | $6,519-43.9% | $7,897-53.7% | $4,139-11.7% |
| Admin fee / account holder | $14,435 | $8,390+72.0% | $13,129+9.9% | $7,234+99.5% |