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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 | $115,102 | $73,787+56.0% | $98,716+16.6% | $82,448+39.6% |
| Participation rate | 44.9% | 61.4%-16.5pp | 69.3%-24.4pp | 68.1%-23.2pp |
| Annual return | 11.36% | 18.57%-7.2pp | 31.81%-20.4pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,476 | $1,511-2.3% | $2,279-35.2% | $2,551-42.1% |
| Participant deferral / active EE | $2,671 | $3,081-13.3% | $4,048-34.0% | $4,139-35.5% |
| Admin fee / account holder | $1,061 | $6,500-83.7% | $8,703-87.8% | $7,234-85.3% |