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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 | $104,333 | $55,902+86.6% | $76,030+37.2% | $80,959+28.9% |
| Participation rate | 69.1% | 62.1%+7.0pp | 69.1%0pp | 67.7%+1.4pp |
| Annual return | 10.00% | 20.59%-10.6pp | 361.54%-351.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,615 | $1,867-13.5% | $2,688-39.9% | $2,757-41.4% |
| Participant deferral / active EE | $2,616 | $3,051-14.3% | $4,257-38.6% | $4,300-39.2% |
| Admin fee / account holder | $3,198 | $5,239-39.0% | $6,421-50.2% | $6,925-53.8% |