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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 | $109,267 | $99,875+9.4% | $146,866-25.6% | $86,983+25.6% |
| Participation rate | 38.7% | 75.8%-37.1pp | 82.5%-43.8pp | 69.5%-30.8pp |
| Annual return | 7.86% | 28.10%-20.2pp | 102.85%-95.0pp | 25.83%-18.0pp |
| Employer contribution / active EE | $1,457 | $3,224-54.8% | $4,425-67.1% | $2,584-43.6% |
| Participant deferral / active EE | $3,394 | $6,322-46.3% | $7,759-56.3% | $4,194-19.1% |
| Admin fee / account holder | $932 | $7,838-88.1% | $13,620-93.2% | $7,856-88.1% |