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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 | $104,063 | $83,485+24.6% | $125,180-16.9% | $72,983+42.6% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.4pp | 69.5%-36.2pp |
| Annual return | 14.76% | 25.78%-11.0pp | 43.79%-29.0pp | 81.01%-66.2pp |
| Employer contribution / active EE | $1,379 | $2,346-41.2% | $3,866-64.3% | $2,440-43.5% |
| Participant deferral / active EE | $1,960 | $3,586-45.3% | $4,937-60.3% | $3,608-45.7% |
| Admin fee / account holder | $2,601 | $5,518-52.9% | $9,703-73.2% | $5,124-49.2% |