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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 | $109,061 | $69,977+55.9% | $108,582+0.4% | $62,881+73.4% |
| Participation rate | 69.7% | 72.9%-3.2pp | 79.6%-9.9pp | 69.3%+0.4pp |
| Annual return | 4.21% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,633 | $2,135-23.5% | $3,758-56.5% | $2,281-28.4% |
| Participant deferral / active EE | $8,072 | $3,165+155.1% | $4,311+87.2% | $3,203+152.0% |
| Admin fee / account holder | $9,312 | $5,076+83.4% | $7,645+21.8% | $4,296+116.8% |