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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 | $111,334 | $81,487+36.6% | $102,412+8.7% | $80,935+37.6% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 9.49% | 25.60%-16.1pp | 24.94%-15.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,022 | $3,103-67.1% | $3,870-73.6% | $2,757-62.9% |
| Participant deferral / active EE | $3,760 | $3,871-2.9% | $5,060-25.7% | $4,299-12.5% |
| Admin fee / account holder | $8,391 | $6,717+24.9% | $8,3880% | $6,924+21.2% |