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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 | $103,251 | $53,774+92.0% | $134,162-23.0% | $79,852+29.3% |
| Participation rate | 46.3% | 58.8%-12.4pp | 72.2%-25.8pp | 69.6%-23.3pp |
| Annual return | 9.24% | 19.01%-9.8pp | 36.35%-27.1pp | 31.72%-22.5pp |
| Employer contribution / active EE | $1,580 | $1,322+19.6% | $3,705-57.3% | $2,471-36.0% |
| Participant deferral / active EE | $4,096 | $2,420+69.3% | $3,500+17.0% | $3,740+9.5% |
| Admin fee / account holder | $2,362 | $3,985-40.7% | $6,685-64.7% | $5,306-55.5% |