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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 | $97,648+17.3% | $121,663-5.8% | $87,485+31.0% |
| Participation rate | 53.8% | 70.5%-16.6pp | 74.5%-20.6pp | 68.9%-15.1pp |
| Annual return | 10.67% | 18.03%-7.4pp | 147.54%-136.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $923 | $2,300-59.9% | $3,020-69.4% | $2,596-64.4% |
| Participant deferral / active EE | $3,308 | $3,923-15.7% | $4,887-32.3% | $4,274-22.6% |
| Admin fee / account holder | $18,766 | $11,100+69.1% | $14,289+31.3% | $7,775+141.4% |