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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 | $103,739 | $86,940+19.3% | $102,434+1.3% | $80,935+28.2% |
| Participation rate | 39.0% | 72.4%-33.4pp | 76.5%-37.5pp | 67.7%-28.6pp |
| Annual return | 8.81% | 18.89%-10.1pp | 29.46%-20.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,033 | $2,370-56.4% | $3,023-65.8% | $2,757-62.5% |
| Participant deferral / active EE | $2,061 | $4,121-50.0% | $5,055-59.2% | $4,299-52.1% |
| Admin fee / account holder | $33,776 | $8,047+319.7% | $9,462+257.0% | $6,924+387.8% |