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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 | $111,807 | $108,825+2.7% | $156,181-28.4% | $82,448+35.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 11.76% | 20.59%-8.8pp | 64.87%-53.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,287 | $2,870-55.1% | $4,294-70.0% | $2,551-49.5% |
| Participant deferral / active EE | $2,730 | $4,577-40.3% | $6,132-55.5% | $4,139-34.0% |
| Admin fee / account holder | $6,240 | $9,341-33.2% | $14,586-57.2% | $7,234-13.8% |