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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 | $86,949+39.4% | $102,460+18.3% | $80,959+49.8% |
| Participation rate | 58.5% | 72.4%-13.8pp | 76.5%-18.0pp | 67.7%-9.1pp |
| Annual return | 9.76% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $3,814 | $2,370+60.9% | $3,025+26.1% | $2,757+38.3% |
| Participant deferral / active EE | $5,671 | $4,121+37.6% | $5,056+12.2% | $4,300+31.9% |
| Admin fee / account holder | $13,422 | $8,048+66.8% | $9,460+41.9% | $6,925+93.8% |