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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 | $110,915 | $83,369+33.0% | $105,223+5.4% | $67,986+63.1% |
| Participation rate | 50.8% | 56.3%-5.5pp | 75.0%-24.3pp | 57.2%-6.4pp |
| Annual return | 11.44% | 24.64%-13.2pp | 180.65%-169.2pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,509 | $2,541-40.6% | $3,689-59.1% | $2,019-25.2% |
| Participant deferral / active EE | $4,565 | $3,295+38.5% | $5,072-10.0% | $3,358+35.9% |
| Admin fee / account holder | $11,593 | $4,073+184.7% | $8,859+30.9% | $3,203+261.9% |