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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 | $111,685 | $97,550+14.5% | $120,344-7.2% | $87,485+27.7% |
| Participation rate | 47.1% | 72.8%-25.8pp | 76.7%-29.7pp | 68.9%-21.9pp |
| Annual return | 11.40% | 18.41%-7.0pp | 20.30%-8.9pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,526 | $2,291-33.4% | $3,020-49.5% | $2,596-41.2% |
| Participant deferral / active EE | $2,540 | $4,230-39.9% | $5,135-50.5% | $4,274-40.6% |
| Admin fee / account holder | $16,754 | $9,543+75.6% | $12,742+31.5% | $7,775+115.5% |