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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 | $105,965 | $100,194+5.8% | $122,979-13.8% | $86,983+21.8% |
| Participation rate | 61.3% | 73.0%-11.7pp | 77.2%-15.9pp | 69.5%-8.3pp |
| Annual return | 4.85% | 16.47%-11.6pp | 20.12%-15.3pp | 25.83%-21.0pp |
| Employer contribution / active EE | $1,685 | $2,326-27.5% | $3,062-45.0% | $2,584-34.8% |
| Participant deferral / active EE | $3,218 | $4,133-22.1% | $5,003-35.7% | $4,194-23.3% |
| Admin fee / account holder | $3,677 | $10,148-63.8% | $12,864-71.4% | $7,856-53.2% |