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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 | $111,552 | $86,949+28.3% | $102,460+8.9% | $80,959+37.8% |
| Participation rate | 53.2% | 72.4%-19.2pp | 76.5%-23.3pp | 67.7%-14.5pp |
| Annual return | 9.53% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $706 | $2,370-70.2% | $3,025-76.6% | $2,757-74.4% |
| Participant deferral / active EE | $2,205 | $4,121-46.5% | $5,056-56.4% | $4,300-48.7% |
| Admin fee / account holder | $5,127 | $8,048-36.3% | $9,460-45.8% | $6,925-26.0% |