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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 | $114,581 | $94,031+21.9% | $115,768-1.0% | $82,448+39.0% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.4%-20.5pp | 68.1%-14.2pp |
| Annual return | 10.67% | 20.61%-9.9pp | 100.46%-89.8pp | 41.64%-31.0pp |
| Employer contribution / active EE | $923 | $2,323-60.3% | $2,940-68.6% | $2,551-63.8% |
| Participant deferral / active EE | $3,308 | $3,972-16.7% | $4,917-32.7% | $4,139-20.1% |
| Admin fee / account holder | $18,766 | $10,249+83.1% | $12,439+50.9% | $7,234+159.4% |