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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 | $101,421 | $72,269+40.3% | $101,271+0.1% | $79,852+27.0% |
| Participation rate | 34.5% | 68.5%-34.0pp | 75.8%-41.3pp | 69.6%-35.2pp |
| Annual return | 4.38% | 22.29%-17.9pp | 46.48%-42.1pp | 31.72%-27.3pp |
| Employer contribution / active EE | $1,230 | $2,692-54.3% | $3,660-66.4% | $2,471-50.2% |
| Participant deferral / active EE | $1,785 | $3,282-45.6% | $4,371-59.2% | $3,740-52.3% |
| Admin fee / account holder | $4,415 | $4,401+0.3% | $5,948-25.8% | $5,306-16.8% |