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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 | $100,335 | $65,246+53.8% | $98,716+1.6% | $67,986+47.6% |
| Participation rate | 46.0% | 51.4%-5.4pp | 69.3%-23.3pp | 57.2%-11.2pp |
| Annual return | 10.43% | 20.58%-10.1pp | 31.81%-21.4pp | 31.67%-21.2pp |
| Employer contribution / active EE | $978 | $1,042-6.2% | $2,279-57.1% | $2,019-51.6% |
| Participant deferral / active EE | $2,922 | $2,594+12.6% | $4,048-27.8% | $3,358-13.0% |
| Admin fee / account holder | $4,369 | $4,561-4.2% | $8,703-49.8% | $3,203+36.4% |