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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 | $118,079 | $64,920+81.9% | $103,693+13.9% | $86,983+35.7% |
| Participation rate | 50.8% | 63.6%-12.8pp | 72.6%-21.8pp | 69.5%-18.7pp |
| Annual return | 10.45% | 30.29%-19.8pp | 47.61%-37.2pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,542 | $2,141-28.0% | $2,920-47.2% | $2,584-40.3% |
| Participant deferral / active EE | $3,506 | $3,241+8.2% | $4,579-23.4% | $4,194-16.4% |
| Admin fee / account holder | $7,510 | $6,191+21.3% | $7,858-4.4% | $7,856-4.4% |