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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 | $118,859 | $52,580+126.1% | $71,671+65.8% | $70,124+69.5% |
| Participation rate | 53.8% | 60.9%-7.0pp | 68.7%-14.9pp | 69.5%-15.7pp |
| Annual return | 11.62% | 20.25%-8.6pp | 20.65%-9.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,203 | $1,616-25.6% | $2,460-51.1% | $2,342-48.7% |
| Participant deferral / active EE | $2,432 | $2,386+1.9% | $3,438-29.3% | $3,332-27.0% |
| Admin fee / account holder | $4,051 | $3,653+10.9% | $5,558-27.1% | $4,645-12.8% |