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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 | $94,199 | $64,909+45.1% | $82,312+14.4% | $62,293+51.2% |
| Participation rate | 46.0% | 74.9%-28.9pp | 76.9%-30.9pp | 69.5%-23.5pp |
| Annual return | 10.21% | 21.18%-11.0pp | 25.88%-15.7pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,111 | $1,676-33.7% | $2,428-54.2% | $2,042-45.6% |
| Participant deferral / active EE | $2,111 | $3,103-32.0% | $3,706-43.0% | $3,169-33.4% |
| Admin fee / account holder | $2,183 | $440+396.6% | $5,608-61.1% | $479+355.5% |