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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 | $107,281 | $79,955+34.2% | $98,461+9.0% | $75,173+42.7% |
| Participation rate | 29.7% | 70.4%-40.7pp | 75.2%-45.5pp | 67.2%-37.5pp |
| Annual return | 8.22% | 19.75%-11.5pp | 21.17%-12.9pp | 160.72%-152.5pp |
| Employer contribution / active EE | $2,279 | $2,264+0.7% | $3,049-25.2% | $2,671-14.7% |
| Participant deferral / active EE | $5,492 | $3,752+46.4% | $4,738+15.9% | $4,126+33.1% |
| Admin fee / account holder | $7,242 | $6,841+5.9% | $8,961-19.2% | $5,651+28.2% |