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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 | $116,088 | $93,589+24.0% | $135,942-14.6% | $75,181+54.4% |
| Participation rate | 32.1% | 75.2%-43.0pp | 81.9%-49.8pp | 67.2%-35.1pp |
| Annual return | 14.42% | 30.90%-16.5pp | 68.28%-53.9pp | 160.69%-146.3pp |
| Employer contribution / active EE | $1,355 | $3,537-61.7% | $4,858-72.1% | $2,671-49.3% |
| Participant deferral / active EE | $3,406 | $6,405-46.8% | $7,759-56.1% | $4,126-17.4% |
| Admin fee / account holder | $1,941 | $6,977-72.2% | $10,764-82.0% | $5,650-65.6% |