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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 | $103,595 | $69,444+49.2% | $92,985+11.4% | $87,485+18.4% |
| Participation rate | 47.2% | 63.3%-16.1pp | 69.5%-22.3pp | 68.9%-21.7pp |
| Annual return | 11.33% | 23.85%-12.5pp | 27.99%-16.7pp | 26.06%-14.7pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,524 | $3,364+34.5% | $4,377+3.4% | $4,274+5.9% |
| Admin fee / account holder | $6,473 | $6,137+5.5% | $9,463-31.6% | $7,775-16.7% |