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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 | $124,362 | $81,476+52.6% | $102,383+21.5% | $80,925+53.7% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 9.89% | 25.59%-15.7pp | 24.94%-15.0pp | 35.65%-25.8pp |
| Employer contribution / active EE | $2,511 | $3,105-19.1% | $3,870-35.1% | $2,756-8.9% |
| Participant deferral / active EE | $4,155 | $3,871+7.3% | $5,060-17.9% | $4,299-3.4% |
| Admin fee / account holder | $626 | $6,717-90.7% | $8,391-92.5% | $6,940-91.0% |