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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 | $116,372 | $101,763+14.4% | $164,866-29.4% | $80,874+43.9% |
| Participation rate | 45.5% | 71.8%-26.4pp | 78.6%-33.2pp | 67.6%-22.2pp |
| Annual return | 8.24% | 16.73%-8.5pp | 69.97%-61.7pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,951 | $2,954-34.0% | $4,343-55.1% | $2,756-29.2% |
| Participant deferral / active EE | $3,418 | $4,477-23.6% | $6,033-43.3% | $4,297-20.5% |
| Admin fee / account holder | $375 | $8,228-95.4% | $12,689-97.0% | $6,935-94.6% |