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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 | $100,501 | $72,269+39.1% | $101,271-0.8% | $79,852+25.9% |
| Participation rate | 58.0% | 68.5%-10.5pp | 75.8%-17.8pp | 69.6%-11.6pp |
| Annual return | 10.17% | 22.29%-12.1pp | 46.48%-36.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,922 | $2,692-28.6% | $3,660-47.5% | $2,471-22.2% |
| Participant deferral / active EE | $4,308 | $3,282+31.3% | $4,371-1.4% | $3,740+15.2% |
| Admin fee / account holder | $2,035 | $4,401-53.8% | $5,948-65.8% | $5,306-61.6% |