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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 | $64,010+56.7% | $108,359-7.4% | $64,340+55.9% |
| Participation rate | 46.0% | 49.4%-3.4pp | 70.1%-24.1pp | 55.2%-9.2pp |
| Annual return | 10.43% | 19.74%-9.3pp | 36.89%-26.5pp | 24.14%-13.7pp |
| Employer contribution / active EE | $978 | $1,029-5.0% | $2,399-59.3% | $1,862-47.5% |
| Participant deferral / active EE | $2,922 | $2,395+22.0% | $4,137-29.4% | $2,980-2.0% |
| Admin fee / account holder | $4,369 | $4,885-10.6% | $9,741-55.1% | $3,703+18.0% |