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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 | $116,452 | $81,487+42.9% | $102,412+13.7% | $80,935+43.9% |
| Participation rate | 38.8% | 66.8%-28.1pp | 74.5%-35.7pp | 67.7%-28.9pp |
| Annual return | 7.59% | 25.60%-18.0pp | 24.94%-17.4pp | 35.66%-28.1pp |
| Employer contribution / active EE | $1,296 | $3,103-58.2% | $3,870-66.5% | $2,757-53.0% |
| Participant deferral / active EE | $3,292 | $3,871-15.0% | $5,060-35.0% | $4,299-23.4% |
| Admin fee / account holder | $3,499 | $6,717-47.9% | $8,388-58.3% | $6,924-49.5% |