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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 | $121,220 | $79,867+51.8% | $120,344+0.7% | $64,340+88.4% |
| Participation rate | 66.4% | 63.0%+3.4pp | 76.7%-10.4pp | 55.2%+11.1pp |
| Annual return | 11.02% | 21.10%-10.1pp | 20.30%-9.3pp | 24.14%-13.1pp |
| Employer contribution / active EE | $986 | $1,925-48.8% | $3,020-67.3% | $1,862-47.0% |
| Participant deferral / active EE | $4,369 | $3,593+21.6% | $5,135-14.9% | $2,980+46.6% |
| Admin fee / account holder | $9,529 | $5,039+89.1% | $12,742-25.2% | $3,703+157.4% |