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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 | $100,422 | $106,524-5.7% | $152,301-34.1% | $87,485+14.8% |
| Participation rate | 43.4% | 75.8%-32.4pp | 82.4%-39.1pp | 68.9%-25.6pp |
| Annual return | 9.50% | 26.89%-17.4pp | 80.50%-71.0pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,717 | $3,371-49.1% | $4,624-62.9% | $2,596-33.9% |
| Participant deferral / active EE | $3,246 | $6,525-50.3% | $8,004-59.4% | $4,274-24.1% |
| Admin fee / account holder | $8,947 | $8,287+8.0% | $14,398-37.9% | $7,775+15.1% |