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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 | $108,118 | $87,834+23.1% | $133,975-19.3% | $62,881+71.9% |
| Participation rate | 59.3% | 83.4%-24.1pp | 87.1%-27.8pp | 69.3%-10.0pp |
| Annual return | 0.06% | 12.05%-12.0pp | 29.29%-29.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,986 | $3,482-43.0% | $5,211-61.9% | $2,281-12.9% |
| Participant deferral / active EE | $3,729 | $4,812-22.5% | $6,282-40.6% | $3,203+16.4% |
| Admin fee / account holder | $5,627 | $5,372+4.7% | $9,324-39.7% | $4,296+31.0% |