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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 | $123,121 | $77,492+58.9% | $100,398+22.6% | $80,911+52.2% |
| Participation rate | 48.1% | 76.9%-28.8pp | 81.5%-33.4pp | 67.6%-19.5pp |
| Annual return | 10.44% | 37.23%-26.8pp | 49.32%-38.9pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,202 | $2,800-57.1% | $3,946-69.5% | $2,756-56.4% |
| Participant deferral / active EE | $5,336 | $6,817-21.7% | $8,084-34.0% | $4,297+24.2% |
| Admin fee / account holder | $7,220 | $5,892+22.5% | $7,893-8.5% | $6,935+4.1% |