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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 | $110,421 | $81,504+35.5% | $102,437+7.8% | $80,959+36.4% |
| Participation rate | 46.7% | 66.9%-20.2pp | 74.5%-27.8pp | 67.7%-21.0pp |
| Annual return | 7.90% | 25.60%-17.7pp | 24.95%-17.1pp | 35.67%-27.8pp |
| Employer contribution / active EE | $2,743 | $3,104-11.6% | $3,871-29.1% | $2,757-0.5% |
| Participant deferral / active EE | $6,184 | $3,871+59.8% | $5,060+22.2% | $4,300+43.8% |
| Admin fee / account holder | $6,142 | $6,719-8.6% | $8,388-26.8% | $6,925-11.3% |