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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 | $122,022 | $54,541+123.7% | $78,778+54.9% | $70,126+74.0% |
| Participation rate | 53.2% | 60.8%-7.6pp | 69.2%-16.0pp | 69.5%-16.3pp |
| Annual return | 8.78% | 21.07%-12.3pp | 35.62%-26.8pp | 73.15%-64.4pp |
| Employer contribution / active EE | $697 | $1,089-36.0% | $1,986-64.9% | $2,343-70.3% |
| Participant deferral / active EE | $2,641 | $2,210+19.5% | $2,958-10.7% | $3,332-20.7% |
| Admin fee / account holder | $5,290 | $3,709+42.6% | $5,134+3.0% | $4,645+13.9% |