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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 | $113,874 | $77,574+46.8% | $108,753+4.7% | $86,983+30.9% |
| Participation rate | 42.3% | 62.3%-20.0pp | 71.1%-28.8pp | 69.5%-27.3pp |
| Annual return | 10.42% | 18.42%-8.0pp | 37.47%-27.0pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,701 | $1,611+5.6% | $2,427-29.9% | $2,584-34.2% |
| Participant deferral / active EE | $2,699 | $3,128-13.7% | $4,115-34.4% | $4,194-35.6% |
| Admin fee / account holder | $27,257 | $6,529+317.5% | $10,320+164.1% | $7,856+247.0% |