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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 | $102,694 | $73,955+38.9% | $96,520+6.4% | $75,181+36.6% |
| Participation rate | 48.5% | 66.4%-17.9pp | 74.3%-25.9pp | 67.2%-18.7pp |
| Annual return | 7.19% | 26.72%-19.5pp | 35.72%-28.5pp | 160.69%-153.5pp |
| Employer contribution / active EE | $1,451 | $2,930-50.5% | $3,739-61.2% | $2,671-45.7% |
| Participant deferral / active EE | $3,549 | $3,659-3.0% | $4,879-27.3% | $4,126-14.0% |
| Admin fee / account holder | $3,905 | $5,217-25.1% | $6,733-42.0% | $5,650-30.9% |