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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 | $107,981 | $78,027+38.4% | $178,528-39.5% | $80,925+33.4% |
| Participation rate | 51.4% | 65.7%-14.3pp | 77.1%-25.7pp | 67.7%-16.3pp |
| Annual return | 8.88% | 18.09%-9.2pp | 27.11%-18.2pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,423 | $2,281-37.6% | $3,950-64.0% | $2,756-48.4% |
| Participant deferral / active EE | $3,172 | $4,408-28.0% | $6,278-49.5% | $4,299-26.2% |
| Admin fee / account holder | $4,050 | $7,168-43.5% | $10,419-61.1% | $6,940-41.6% |