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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 | $118,418 | $100,194+18.2% | $122,979-3.7% | $86,983+36.1% |
| Participation rate | 50.9% | 73.0%-22.0pp | 77.2%-26.2pp | 69.5%-18.6pp |
| Annual return | 10.36% | 16.47%-6.1pp | 20.12%-9.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $783 | $2,326-66.3% | $3,062-74.4% | $2,584-69.7% |
| Participant deferral / active EE | $2,666 | $4,133-35.5% | $5,003-46.7% | $4,194-36.4% |
| Admin fee / account holder | $12,313 | $10,148+21.3% | $12,864-4.3% | $7,856+56.7% |