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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 | $103,039 | $101,763+1.3% | $164,866-37.5% | $80,874+27.4% |
| Participation rate | 59.5% | 71.8%-12.4pp | 78.6%-19.1pp | 67.6%-8.2pp |
| Annual return | 10.23% | 16.73%-6.5pp | 69.97%-59.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,074 | $2,954-63.6% | $4,343-75.3% | $2,756-61.0% |
| Participant deferral / active EE | $2,950 | $4,477-34.1% | $6,033-51.1% | $4,297-31.4% |
| Admin fee / account holder | $1,163 | $8,228-85.9% | $12,689-90.8% | $6,935-83.2% |