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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 | $99,000 | $56,054+76.6% | $171,082-42.1% | $62,881+57.4% |
| Participation rate | 45.9% | 62.9%-17.0pp | 76.7%-30.8pp | 69.3%-23.4pp |
| Annual return | 4.21% | 22.52%-18.3pp | 32.56%-28.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,625 | $1,731-6.1% | $4,002-59.4% | $2,281-28.8% |
| Participant deferral / active EE | $3,475 | $3,158+10.0% | $4,797-27.6% | $3,203+8.5% |
| Admin fee / account holder | $3,628 | $3,647-0.5% | $8,520-57.4% | $4,296-15.6% |