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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 | $76,834+49.8% | $108,359+6.2% | $87,485+31.6% |
| Participation rate | 44.9% | 61.7%-16.8pp | 70.1%-25.2pp | 68.9%-24.0pp |
| Annual return | 11.36% | 19.09%-7.7pp | 36.89%-25.5pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,476 | $1,556-5.1% | $2,399-38.5% | $2,596-43.1% |
| Participant deferral / active EE | $2,671 | $3,100-13.8% | $4,137-35.4% | $4,274-37.5% |
| Admin fee / account holder | $1,061 | $6,537-83.8% | $9,741-89.1% | $7,775-86.4% |