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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 | $76,834+48.2% | $108,359+5.1% | $87,485+30.2% |
| Participation rate | 42.3% | 61.7%-19.5pp | 70.1%-27.9pp | 68.9%-26.7pp |
| Annual return | 10.42% | 19.09%-8.7pp | 36.89%-26.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,701 | $1,556+9.3% | $2,399-29.1% | $2,596-34.5% |
| Participant deferral / active EE | $2,699 | $3,100-12.9% | $4,137-34.8% | $4,274-36.9% |
| Admin fee / account holder | $27,257 | $6,537+317.0% | $9,741+179.8% | $7,775+250.6% |