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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 | $111,593 | $95,404+17.0% | $113,397-1.6% | $82,637+35.0% |
| Participation rate | 47.6% | 72.8%-25.2pp | 76.5%-28.9pp | 68.1%-20.4pp |
| Annual return | 10.85% | 19.08%-8.2pp | 23.20%-12.3pp | 53.51%-42.7pp |
| Employer contribution / active EE | $1,163 | $2,307-49.6% | $2,977-60.9% | $2,552-54.4% |
| Participant deferral / active EE | $2,668 | $4,220-36.8% | $5,076-47.4% | $4,126-35.3% |
| Admin fee / account holder | $1,154 | $9,168-87.4% | $11,957-90.3% | $7,339-84.3% |