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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 | $109,573 | $72,492+51.2% | $87,104+25.8% | $72,975+50.2% |
| Participation rate | 59.8% | 72.8%-13.0pp | 76.9%-17.1pp | 69.5%-9.7pp |
| Annual return | 15.89% | 24.46%-8.6pp | 28.19%-12.3pp | 81.01%-65.1pp |
| Employer contribution / active EE | $2,609 | $1,894+37.8% | $2,521+3.5% | $2,440+6.9% |
| Participant deferral / active EE | $4,824 | $3,270+47.5% | $4,048+19.1% | $3,608+33.7% |
| Admin fee / account holder | $1,341 | $5,055-73.5% | $7,491-82.1% | $5,124-73.8% |