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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 | $111,464 | $86,949+28.2% | $102,460+8.8% | $80,959+37.7% |
| Participation rate | 36.0% | 72.4%-36.4pp | 76.5%-40.5pp | 67.7%-31.7pp |
| Annual return | 8.86% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,239 | $2,370-47.7% | $3,025-59.0% | $2,757-55.1% |
| Participant deferral / active EE | $2,911 | $4,121-29.4% | $5,056-42.4% | $4,300-32.3% |
| Admin fee / account holder | $5,740 | $8,048-28.7% | $9,460-39.3% | $6,925-17.1% |