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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 | $143,301 | $86,949+64.8% | $102,460+39.9% | $80,959+77.0% |
| Participation rate | 55.3% | 72.4%-17.1pp | 76.5%-21.2pp | 67.7%-12.3pp |
| Annual return | 7.95% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $2,272 | $2,370-4.1% | $3,025-24.9% | $2,757-17.6% |
| Participant deferral / active EE | $3,893 | $4,121-5.5% | $5,056-23.0% | $4,300-9.5% |
| Admin fee / account holder | $14,755 | $8,048+83.3% | $9,460+56.0% | $6,925+113.1% |