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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 | $117,159 | $97,550+20.1% | $120,344-2.6% | $87,485+33.9% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.7%-11.3pp | 68.9%-3.5pp |
| Annual return | 10.56% | 18.41%-7.8pp | 20.30%-9.7pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,067 | $2,291-53.4% | $3,020-64.7% | $2,596-58.9% |
| Participant deferral / active EE | $2,311 | $4,230-45.4% | $5,135-55.0% | $4,274-45.9% |
| Admin fee / account holder | $4,628 | $9,543-51.5% | $12,742-63.7% | $7,775-40.5% |