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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 | $124,246 | $103,966+19.5% | $112,899+10.1% | $75,173+65.3% |
| Participation rate | 51.9% | 75.7%-23.8pp | 80.5%-28.7pp | 67.2%-15.4pp |
| Annual return | 13.83% | 24.54%-10.7pp | 34.11%-20.3pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,311 | $3,870-66.1% | $4,566-71.3% | $2,671-50.9% |
| Participant deferral / active EE | $3,615 | $5,456-33.7% | $6,516-44.5% | $4,126-12.4% |
| Admin fee / account holder | $1,060 | $7,663-86.2% | $7,047-85.0% | $5,651-81.2% |