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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 | $97,168 | $55,713+74.4% | $75,901+28.0% | $72,975+33.2% |
| Participation rate | 46.4% | 61.1%-14.7pp | 69.3%-22.9pp | 69.5%-23.1pp |
| Annual return | 15.80% | 27.60%-11.8pp | 30.76%-15.0pp | 81.01%-65.2pp |
| Employer contribution / active EE | $1,133 | $1,687-32.8% | $2,501-54.7% | $2,440-53.6% |
| Participant deferral / active EE | $2,211 | $2,634-16.1% | $3,603-38.7% | $3,608-38.7% |
| Admin fee / account holder | $6,955 | $3,980+74.7% | $5,420+28.3% | $5,124+35.7% |