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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 | $107,350 | $81,504+31.7% | $102,437+4.8% | $80,959+32.6% |
| Participation rate | 44.1% | 66.9%-22.7pp | 74.5%-30.4pp | 67.7%-23.6pp |
| Annual return | 8.34% | 25.60%-17.3pp | 24.95%-16.6pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,068 | $3,104-65.6% | $3,871-72.4% | $2,757-61.3% |
| Participant deferral / active EE | $3,098 | $3,871-20.0% | $5,060-38.8% | $4,300-28.0% |
| Admin fee / account holder | $42,363 | $6,719+530.5% | $8,388+405.0% | $6,925+511.7% |