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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 | $95,453+17.0% | $112,040-0.3% | $82,448+35.5% |
| Participation rate | 47.1% | 72.8%-25.7pp | 76.5%-29.4pp | 68.1%-21.0pp |
| Annual return | 11.40% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,526 | $2,318-34.2% | $2,954-48.4% | $2,551-40.2% |
| Participant deferral / active EE | $2,540 | $4,224-39.9% | $5,098-50.2% | $4,139-38.6% |
| Admin fee / account holder | $16,754 | $9,013+85.9% | $12,098+38.5% | $7,234+131.6% |