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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 | $94,612 | $76,834+23.1% | $108,359-12.7% | $87,485+8.1% |
| Participation rate | 31.3% | 61.7%-30.5pp | 70.1%-38.9pp | 68.9%-37.7pp |
| Annual return | 11.78% | 19.09%-7.3pp | 36.89%-25.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,052 | $1,556-32.4% | $2,399-56.2% | $2,596-59.5% |
| Participant deferral / active EE | $2,946 | $3,100-5.0% | $4,137-28.8% | $4,274-31.1% |
| Admin fee / account holder | $1,978 | $6,537-69.7% | $9,741-79.7% | $7,775-74.6% |