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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 | $101,223 | $57,541+75.9% | $95,740+5.7% | $75,173+34.7% |
| Participation rate | 46.2% | 62.5%-16.4pp | 72.3%-26.1pp | 67.2%-21.0pp |
| Annual return | 6.36% | 34.93%-28.6pp | 28.41%-22.1pp | 160.72%-154.4pp |
| Employer contribution / active EE | $1,581 | $1,808-12.6% | $2,836-44.3% | $2,671-40.8% |
| Participant deferral / active EE | $2,185 | $3,074-28.9% | $4,244-48.5% | $4,126-47.0% |
| Admin fee / account holder | $3,181 | $4,099-22.4% | $5,676-44.0% | $5,651-43.7% |