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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 | $104,838 | $73,988+41.7% | $96,538+8.6% | $75,177+39.5% |
| Participation rate | 46.8% | 66.4%-19.6pp | 74.3%-27.5pp | 67.2%-20.4pp |
| Annual return | 12.86% | 26.73%-13.9pp | 35.74%-22.9pp | 160.75%-147.9pp |
| Employer contribution / active EE | $1,409 | $2,930-51.9% | $3,740-62.3% | $2,671-47.2% |
| Participant deferral / active EE | $2,386 | $3,660-34.8% | $4,880-51.1% | $4,126-42.2% |
| Admin fee / account holder | $3,475 | $5,220-33.4% | $6,737-48.4% | $5,651-38.5% |