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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 | $111,171 | $101,795+9.2% | $165,100-32.7% | $80,959+37.3% |
| Participation rate | 52.9% | 71.8%-18.9pp | 78.6%-25.7pp | 67.7%-14.7pp |
| Annual return | 10.47% | 16.73%-6.3pp | 70.21%-59.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,214 | $2,954-58.9% | $4,348-72.1% | $2,757-56.0% |
| Participant deferral / active EE | $2,820 | $4,476-37.0% | $6,035-53.3% | $4,300-34.4% |
| Admin fee / account holder | $13,534 | $8,221+64.6% | $12,696+6.6% | $6,925+95.4% |