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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 | $85,515+41.8% | $112,040+8.2% | $67,986+78.3% |
| Participation rate | 66.4% | 68.2%-1.9pp | 76.5%-10.1pp | 57.2%+9.1pp |
| Annual return | 11.02% | 29.68%-18.7pp | 24.52%-13.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $986 | $2,191-55.0% | $2,954-66.6% | $2,019-51.1% |
| Participant deferral / active EE | $4,369 | $4,014+8.8% | $5,098-14.3% | $3,358+30.1% |
| Admin fee / account holder | $9,529 | $3,774+152.5% | $12,098-21.2% | $3,203+197.5% |