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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 | $88,672+25.5% | $105,223+5.8% | $82,448+35.0% |
| Participation rate | 31.0% | 67.9%-36.9pp | 75.0%-44.1pp | 68.1%-37.1pp |
| Annual return | 7.80% | 30.86%-23.1pp | 180.65%-172.8pp | 41.64%-33.8pp |
| Employer contribution / active EE | $1,006 | $3,048-67.0% | $3,689-72.7% | $2,551-60.6% |
| Participant deferral / active EE | $2,049 | $4,036-49.2% | $5,072-59.6% | $4,139-50.5% |
| Admin fee / account holder | $1,098 | $7,146-84.6% | $8,859-87.6% | $7,234-84.8% |