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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 | $111,569 | $81,476+36.9% | $102,383+9.0% | $80,925+37.9% |
| Participation rate | 42.4% | 66.8%-24.4pp | 74.5%-32.1pp | 67.7%-25.2pp |
| Annual return | 7.43% | 25.59%-18.2pp | 24.94%-17.5pp | 35.65%-28.2pp |
| Employer contribution / active EE | $1,562 | $3,105-49.7% | $3,870-59.6% | $2,756-43.3% |
| Participant deferral / active EE | $3,289 | $3,871-15.0% | $5,060-35.0% | $4,299-23.5% |
| Admin fee / account holder | $72,858 | $6,717+984.6% | $8,391+768.2% | $6,940+949.8% |