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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 | $123,507 | $108,825+13.5% | $156,181-20.9% | $82,448+49.8% |
| Participation rate | 52.2% | 72.4%-20.2pp | 78.8%-26.7pp | 68.1%-15.9pp |
| Annual return | 12.35% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,792 | $2,870-37.5% | $4,294-58.3% | $2,551-29.7% |
| Participant deferral / active EE | $3,370 | $4,577-26.4% | $6,132-45.1% | $4,139-18.6% |
| Admin fee / account holder | $7,709 | $9,341-17.5% | $14,586-47.2% | $7,234+6.6% |