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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 | $110,101 | $37,446+194.0% | $77,513+42.0% | $79,852+37.9% |
| Participation rate | 34.2% | 41.5%-7.3pp | 54.2%-20.0pp | 69.6%-35.4pp |
| Annual return | 8.46% | 39.76%-31.3pp | 54.81%-46.3pp | 31.72%-23.3pp |
| Employer contribution / active EE | $872 | $637+36.9% | $987-11.6% | $2,471-64.7% |
| Participant deferral / active EE | $2,297 | $1,261+82.2% | $1,861+23.4% | $3,740-38.6% |
| Admin fee / account holder | $1,033 | $2,506-58.8% | $2,859-63.9% | $5,306-80.5% |