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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 | $111,287 | $105,284+5.7% | $150,734-26.2% | $94,015+18.4% |
| Participation rate | 31.0% | 71.7%-40.7pp | 78.4%-47.5pp | 70.8%-39.8pp |
| Annual return | 7.80% | 15.67%-7.9pp | 600.81%-593.0pp | 17.84%-10.0pp |
| Employer contribution / active EE | $1,006 | $3,599-72.1% | $4,918-79.6% | $2,790-64.0% |
| Participant deferral / active EE | $2,049 | $4,274-52.1% | $5,610-63.5% | $4,249-51.8% |
| Admin fee / account holder | $1,098 | $9,839-88.8% | $14,905-92.6% | $8,951-87.7% |