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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 | $118,820 | $95,453+24.5% | $112,040+6.1% | $82,448+44.1% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.5%-36.5pp | 68.1%-28.1pp |
| Annual return | 10.29% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $946 | $2,318-59.2% | $2,954-68.0% | $2,551-62.9% |
| Participant deferral / active EE | $3,926 | $4,224-7.1% | $5,098-23.0% | $4,139-5.2% |
| Admin fee / account holder | $783 | $9,013-91.3% | $12,098-93.5% | $7,234-89.2% |