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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 | $108,020 | $57,073+89.3% | $85,126+26.9% | $80,925+33.5% |
| Participation rate | 28.7% | 56.4%-27.6pp | 67.5%-38.8pp | 67.7%-38.9pp |
| Annual return | 8.08% | 21.69%-13.6pp | 66.63%-58.6pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,303 | $1,801-27.7% | $2,731-52.3% | $2,756-52.7% |
| Participant deferral / active EE | $1,180 | $3,113-62.1% | $4,523-73.9% | $4,299-72.6% |
| Admin fee / account holder | $2,353 | $4,988-52.8% | $6,160-61.8% | $6,940-66.1% |