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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 | $100,194+11.4% | $122,979-9.3% | $86,983+28.3% |
| Participation rate | 47.6% | 73.0%-25.3pp | 77.2%-29.6pp | 69.5%-21.9pp |
| Annual return | 10.85% | 16.47%-5.6pp | 20.12%-9.3pp | 25.83%-15.0pp |
| Employer contribution / active EE | $1,163 | $2,326-50.0% | $3,062-62.0% | $2,584-55.0% |
| Participant deferral / active EE | $2,668 | $4,133-35.5% | $5,003-46.7% | $4,194-36.4% |
| Admin fee / account holder | $1,154 | $10,148-88.6% | $12,864-91.0% | $7,856-85.3% |