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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 | $81,358+18.3% | $155,556-38.1% | $80,959+18.9% |
| Participation rate | 30.6% | 66.3%-35.7pp | 78.2%-47.7pp | 67.7%-37.1pp |
| Annual return | 10.10% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,180 | $3,106-62.0% | $4,675-74.8% | $2,757-57.2% |
| Participant deferral / active EE | $2,383 | $3,455-31.0% | $5,631-57.7% | $4,300-44.6% |
| Admin fee / account holder | $2,632 | $7,994-67.1% | $15,885-83.4% | $6,925-62.0% |