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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 | $101,780 | $95,404+6.7% | $113,397-10.2% | $82,637+23.2% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.5%-34.2pp | 68.1%-25.7pp |
| Annual return | 11.04% | 19.08%-8.0pp | 23.20%-12.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $1,600 | $2,307-30.7% | $2,977-46.3% | $2,552-37.3% |
| Participant deferral / active EE | $3,291 | $4,220-22.0% | $5,076-35.2% | $4,126-20.2% |
| Admin fee / account holder | $15,903 | $9,168+73.5% | $11,957+33.0% | $7,339+116.7% |