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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 | $101,446 | $115,225-12.0% | $100,712+0.7% | $138,895-27.0% |
| Participation rate | 52.9% | 74.3%-21.4pp | 69.3%-16.3pp | 79.9%-27.0pp |
| Annual return | 8.55% | 40.35%-31.8pp | 33.27%-24.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,186 | $2,771-57.2% | $2,313-48.7% | $4,194-71.7% |
| Participant deferral / active EE | $2,942 | $4,699-37.4% | $4,085-28.0% | $6,396-54.0% |
| Admin fee / account holder | $4,142 | $10,844-61.8% | $9,256-55.2% | $12,562-67.0% |