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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 | $95,943 | $50,972+88.2% | $88,538+8.4% | $72,975+31.5% |
| Participation rate | 43.5% | 63.4%-19.9pp | 68.7%-25.3pp | 69.5%-26.0pp |
| Annual return | 13.96% | 29.62%-15.7pp | 43.64%-29.7pp | 81.01%-67.1pp |
| Employer contribution / active EE | $1,402 | $1,475-4.9% | $2,098-33.2% | $2,440-42.5% |
| Participant deferral / active EE | $2,886 | $2,230+29.4% | $2,914-1.0% | $3,608-20.0% |
| Admin fee / account holder | $5,131 | $3,230+58.9% | $4,310+19.1% | $5,124+0.1% |