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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 | $97,765 | $81,446+20.0% | $103,374-5.4% | $80,874+20.9% |
| Participation rate | 51.6% | 66.9%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 8.23% | 25.57%-17.3pp | 24.89%-16.7pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,447 | $3,107-53.4% | $3,869-62.6% | $2,756-47.5% |
| Participant deferral / active EE | $4,165 | $3,870+7.6% | $5,058-17.7% | $4,297-3.1% |
| Admin fee / account holder | $21,660 | $6,715+222.6% | $8,394+158.0% | $6,935+212.3% |