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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 | $98,964 | $65,367+51.4% | $92,915+6.5% | $72,976+35.6% |
| Participation rate | 39.4% | 68.3%-28.9pp | 76.0%-36.6pp | 69.5%-30.1pp |
| Annual return | 3.67% | 42.11%-38.4pp | 109.45%-105.8pp | 81.02%-77.3pp |
| Employer contribution / active EE | $1,082 | $2,594-58.3% | $3,653-70.4% | $2,440-55.6% |
| Participant deferral / active EE | $2,602 | $3,128-16.8% | $4,238-38.6% | $3,608-27.9% |
| Admin fee / account holder | $4,504 | $4,251+5.9% | $5,796-22.3% | $5,124-12.1% |