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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 | $81,476+35.5% | $102,383+7.9% | $80,925+36.4% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.7%-21.0pp |
| Annual return | 7.90% | 25.59%-17.7pp | 24.94%-17.0pp | 35.65%-27.8pp |
| Employer contribution / active EE | $2,743 | $3,105-11.6% | $3,870-29.1% | $2,756-0.5% |
| Participant deferral / active EE | $6,184 | $3,871+59.8% | $5,060+22.2% | $4,299+43.9% |
| Admin fee / account holder | $6,142 | $6,717-8.6% | $8,391-26.8% | $6,940-11.5% |