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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 | $68,852+49.7% | $120,524-14.5% | $80,925+27.4% |
| Participation rate | 47.3% | 61.6%-14.3pp | 71.9%-24.6pp | 67.7%-20.3pp |
| Annual return | 10.20% | 23.67%-13.5pp | 107.36%-97.2pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,051 | $2,063-49.1% | $3,469-69.7% | $2,756-61.9% |
| Participant deferral / active EE | $2,946 | $3,187-7.6% | $4,994-41.0% | $4,299-31.5% |
| Admin fee / account holder | $3,009 | $5,781-47.9% | $9,440-68.1% | $6,940-56.6% |