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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 | $111,705 | $81,358+37.3% | $155,556-28.2% | $80,959+38.0% |
| Participation rate | 60.5% | 66.3%-5.8pp | 78.2%-17.8pp | 67.7%-7.2pp |
| Annual return | 6.21% | 33.39%-27.2pp | 64.84%-58.6pp | 35.67%-29.5pp |
| Employer contribution / active EE | $2,339 | $3,106-24.7% | $4,675-50.0% | $2,757-15.2% |
| Participant deferral / active EE | $3,146 | $3,455-8.9% | $5,631-44.1% | $4,300-26.8% |
| Admin fee / account holder | $7,737 | $7,994-3.2% | $15,885-51.3% | $6,925+11.7% |