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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 | $86,938+39.5% | $102,423+18.4% | $80,925+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 | 29.42%-19.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $3,814 | $2,369+61.0% | $3,023+26.2% | $2,756+38.4% |
| Participant deferral / active EE | $5,671 | $4,120+37.6% | $5,054+12.2% | $4,299+31.9% |
| Admin fee / account holder | $13,422 | $8,053+66.7% | $9,455+42.0% | $6,940+93.4% |