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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 | $108,829 | $73,978+47.1% | $96,515+12.8% | $75,173+44.8% |
| Participation rate | 61.6% | 66.4%-4.8pp | 74.3%-12.7pp | 67.2%-5.6pp |
| Annual return | 11.20% | 26.72%-15.5pp | 35.73%-24.5pp | 160.72%-149.5pp |
| Employer contribution / active EE | $1,614 | $2,931-44.9% | $3,740-56.8% | $2,671-39.6% |
| Participant deferral / active EE | $4,543 | $3,660+24.1% | $4,880-6.9% | $4,126+10.1% |
| Admin fee / account holder | $1,970 | $5,219-62.2% | $6,735-70.8% | $5,651-65.1% |