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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 | $104,114 | $97,550+6.7% | $120,344-13.5% | $87,485+19.0% |
| Participation rate | 38.1% | 72.8%-34.7pp | 76.7%-38.6pp | 68.9%-30.8pp |
| Annual return | 10.34% | 18.41%-8.1pp | 20.30%-10.0pp | 26.06%-15.7pp |
| Employer contribution / active EE | $1,101 | $2,291-51.9% | $3,020-63.6% | $2,596-57.6% |
| Participant deferral / active EE | $2,848 | $4,230-32.7% | $5,135-44.5% | $4,274-33.3% |
| Admin fee / account holder | $2,470 | $9,543-74.1% | $12,742-80.6% | $7,775-68.2% |