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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 | $125,078 | $93,598+33.6% | $135,974-8.0% | $75,173+66.4% |
| Participation rate | 48.1% | 75.2%-27.0pp | 81.9%-33.8pp | 67.2%-19.1pp |
| Annual return | 11.07% | 30.89%-19.8pp | 68.30%-57.2pp | 160.72%-149.7pp |
| Employer contribution / active EE | $1,700 | $3,538-51.9% | $4,859-65.0% | $2,671-36.3% |
| Participant deferral / active EE | $3,114 | $6,405-51.4% | $7,760-59.9% | $4,126-24.5% |
| Admin fee / account holder | $1,535 | $6,978-78.0% | $10,767-85.7% | $5,651-72.8% |