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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 | $99,338 | $57,590+72.5% | $86,233+15.2% | $82,448+20.5% |
| Participation rate | 52.0% | 57.9%-5.9pp | 69.0%-17.0pp | 68.1%-16.1pp |
| Annual return | 11.10% | 22.41%-11.3pp | 61.39%-50.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,042 | $1,655-37.0% | $2,504-58.4% | $2,551-59.1% |
| Participant deferral / active EE | $4,858 | $3,080+57.7% | $4,559+6.6% | $4,139+17.4% |
| Admin fee / account holder | $2,305 | $4,730-51.3% | $8,342-72.4% | $7,234-68.1% |