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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 | $121,245 | $86,922+39.5% | $102,438+18.4% | $80,874+49.9% |
| Participation rate | 58.5% | 72.4%-13.8pp | 76.5%-18.0pp | 67.6%-9.1pp |
| Annual return | 9.76% | 18.90%-9.1pp | 29.37%-19.6pp | 35.62%-25.9pp |
| Employer contribution / active EE | $3,814 | $2,369+61.0% | $3,024+26.1% | $2,756+38.4% |
| Participant deferral / active EE | $5,671 | $4,119+37.7% | $5,054+12.2% | $4,297+32.0% |
| Admin fee / account holder | $13,422 | $8,050+66.7% | $9,448+42.1% | $6,935+93.5% |