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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 | $103,065 | $68,880+49.6% | $120,580-14.5% | $80,959+27.3% |
| Participation rate | 47.3% | 61.7%-14.4pp | 72.0%-24.6pp | 67.7%-20.4pp |
| Annual return | 10.20% | 23.68%-13.5pp | 107.48%-97.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,051 | $2,066-49.1% | $3,469-69.7% | $2,757-61.9% |
| Participant deferral / active EE | $2,946 | $3,191-7.7% | $4,995-41.0% | $4,300-31.5% |
| Admin fee / account holder | $3,009 | $5,785-48.0% | $9,418-68.1% | $6,925-56.6% |