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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 | $103,203 | $73,988+39.5% | $96,538+6.9% | $75,177+37.3% |
| Participation rate | 20.0% | 66.4%-46.4pp | 74.3%-54.3pp | 67.2%-47.2pp |
| Annual return | 12.96% | 26.73%-13.8pp | 35.74%-22.8pp | 160.75%-147.8pp |
| Employer contribution / active EE | $2,942 | $2,930+0.4% | $3,740-21.3% | $2,671+10.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $587 | $5,220-88.8% | $6,737-91.3% | $5,651-89.6% |