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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 | $114,055 | $91,559+24.6% | $133,971-14.9% | $79,852+42.8% |
| Participation rate | 30.1% | 73.3%-43.2pp | 79.8%-49.7pp | 69.6%-39.5pp |
| Annual return | 5.72% | 61.85%-56.1pp | 45.09%-39.4pp | 31.72%-26.0pp |
| Employer contribution / active EE | $1,464 | $2,384-38.6% | $3,919-62.6% | $2,471-40.8% |
| Participant deferral / active EE | $1,881 | $3,734-49.6% | $5,047-62.7% | $3,740-49.7% |
| Admin fee / account holder | $6,966 | $6,321+10.2% | $8,929-22.0% | $5,306+31.3% |