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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 | $106,749+2.4% | $145,433-24.9% | $82,448+32.5% |
| Participation rate | 38.7% | 75.6%-36.9pp | 82.1%-43.4pp | 68.1%-29.4pp |
| Annual return | 7.86% | 27.59%-19.7pp | 66.58%-58.7pp | 41.64%-33.8pp |
| Employer contribution / active EE | $1,457 | $3,444-57.7% | $4,554-68.0% | $2,551-42.9% |
| Participant deferral / active EE | $3,394 | $6,519-47.9% | $7,897-57.0% | $4,139-18.0% |
| Admin fee / account holder | $932 | $8,390-88.9% | $13,129-92.9% | $7,234-87.1% |