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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 | $96,651 | $79,961+20.9% | $98,462-1.8% | $75,177+28.6% |
| Participation rate | 53.5% | 70.4%-16.9pp | 75.2%-21.7pp | 67.2%-13.7pp |
| Annual return | 4.75% | 19.75%-15.0pp | 21.17%-16.4pp | 160.75%-156.0pp |
| Employer contribution / active EE | $1,049 | $2,264-53.7% | $3,049-65.6% | $2,671-60.7% |
| Participant deferral / active EE | $1,679 | $3,753-55.2% | $4,738-64.6% | $4,126-59.3% |
| Admin fee / account holder | $1,268 | $6,842-81.5% | $8,875-85.7% | $5,651-77.6% |