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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 | $105,083 | $101,795+3.2% | $165,100-36.4% | $80,959+29.8% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 7.30% | 16.73%-9.4pp | 70.21%-62.9pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,548 | $2,954-47.6% | $4,348-64.4% | $2,757-43.9% |
| Participant deferral / active EE | $2,749 | $4,476-38.6% | $6,035-54.4% | $4,300-36.1% |
| Admin fee / account holder | $33,071 | $8,221+302.3% | $12,696+160.5% | $6,925+377.5% |