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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 | $102,436 | $97,550+5.0% | $120,344-14.9% | $87,485+17.1% |
| Participation rate | 53.3% | 72.8%-19.5pp | 76.7%-23.4pp | 68.9%-15.6pp |
| Annual return | 9.86% | 18.41%-8.6pp | 20.30%-10.4pp | 26.06%-16.2pp |
| Employer contribution / active EE | $1,120 | $2,291-51.1% | $3,020-62.9% | $2,596-56.9% |
| Participant deferral / active EE | $2,118 | $4,230-49.9% | $5,135-58.7% | $4,274-50.4% |
| Admin fee / account holder | $8,808 | $9,543-7.7% | $12,742-30.9% | $7,775+13.3% |