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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 | $96,258 | $81,233+18.5% | $155,567-38.1% | $80,874+19.0% |
| Participation rate | 30.6% | 66.2%-35.7pp | 78.2%-47.6pp | 67.6%-37.1pp |
| Annual return | 10.10% | 33.33%-23.2pp | 64.74%-54.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,180 | $3,101-62.0% | $4,674-74.8% | $2,756-57.2% |
| Participant deferral / active EE | $2,383 | $3,452-31.0% | $5,628-57.6% | $4,297-44.5% |
| Admin fee / account holder | $2,632 | $7,998-67.1% | $15,916-83.5% | $6,935-62.0% |