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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 | $93,208 | $104,098-10.5% | $140,514-33.7% | $94,015-0.9% |
| Participation rate | 43.3% | 73.7%-30.4pp | 77.8%-34.5pp | 70.8%-27.5pp |
| Annual return | 9.34% | 15.14%-5.8pp | 14.36%-5.0pp | 17.84%-8.5pp |
| Employer contribution / active EE | $1,116 | $2,388-53.3% | $3,378-67.0% | $2,790-60.0% |
| Participant deferral / active EE | $3,746 | $4,033-7.1% | $4,919-23.8% | $4,249-11.9% |
| Admin fee / account holder | $26,454 | $10,439+153.4% | $13,697+93.1% | $8,951+195.5% |