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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 | $97,209 | $78,425+24.0% | $95,956+1.3% | $79,858+21.7% |
| Participation rate | 55.4% | 73.5%-18.1pp | 77.1%-21.7pp | 69.6%-14.3pp |
| Annual return | 6.63% | 19.37%-12.7pp | 91.63%-85.0pp | 31.72%-25.1pp |
| Employer contribution / active EE | $1,026 | $1,945-47.3% | $2,541-59.6% | $2,471-58.5% |
| Participant deferral / active EE | $3,420 | $3,440-0.6% | $4,167-17.9% | $3,740-8.6% |
| Admin fee / account holder | $3,777 | $5,622-32.8% | $6,797-44.4% | $5,306-28.8% |