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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 | $110,213 | $72,273+52.5% | $101,275+8.8% | $79,856+38.0% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.8%-20.6pp | 69.6%-14.5pp |
| Annual return | 8.51% | 22.30%-13.8pp | 46.48%-38.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,617 | $2,691-39.9% | $3,660-55.8% | $2,471-34.6% |
| Participant deferral / active EE | $3,433 | $3,282+4.6% | $4,371-21.4% | $3,741-8.2% |
| Admin fee / account holder | $1,192 | $4,401-72.9% | $5,948-80.0% | $5,306-77.5% |