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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 | $109,580 | $88,672+23.6% | $105,223+4.1% | $82,448+32.9% |
| Participation rate | 56.8% | 67.9%-11.2pp | 75.0%-18.3pp | 68.1%-11.3pp |
| Annual return | 12.64% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,555 | $3,048-49.0% | $3,689-57.8% | $2,551-39.0% |
| Participant deferral / active EE | $3,084 | $4,036-23.6% | $5,072-39.2% | $4,139-25.5% |
| Admin fee / account holder | $1,040 | $7,146-85.4% | $8,859-88.3% | $7,234-85.6% |