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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 | $101,862 | $93,692+8.7% | $116,538-12.6% | $86,983+17.1% |
| Participation rate | 46.2% | 79.6%-33.5pp | 82.6%-36.4pp | 69.5%-23.4pp |
| Annual return | 5.24% | 26.00%-20.8pp | 17.97%-12.7pp | 25.83%-20.6pp |
| Employer contribution / active EE | $2,040 | $3,831-46.8% | $4,541-55.1% | $2,584-21.1% |
| Participant deferral / active EE | $3,730 | $5,612-33.5% | $6,207-39.9% | $4,194-11.1% |
| Admin fee / account holder | $16,520 | $7,586+117.8% | $8,737+89.1% | $7,856+110.3% |