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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 | $107,728 | $81,504+32.2% | $102,437+5.2% | $80,959+33.1% |
| Participation rate | 34.4% | 66.9%-32.5pp | 74.5%-40.1pp | 67.7%-33.3pp |
| Annual return | 9.26% | 25.60%-16.3pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,590 | $3,104-48.8% | $3,871-58.9% | $2,757-42.3% |
| Participant deferral / active EE | $3,552 | $3,871-8.2% | $5,060-29.8% | $4,300-17.4% |
| Admin fee / account holder | $6,881 | $6,719+2.4% | $8,388-18.0% | $6,925-0.6% |