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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 | $112,971 | $86,938+29.9% | $102,423+10.3% | $80,925+39.6% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.3pp | 67.7%-4.5pp |
| Annual return | 8.21% | 18.89%-10.7pp | 29.42%-21.2pp | 35.65%-27.4pp |
| Employer contribution / active EE | $1,905 | $2,369-19.6% | $3,023-37.0% | $2,756-30.9% |
| Participant deferral / active EE | $3,656 | $4,120-11.3% | $5,054-27.7% | $4,299-15.0% |
| Admin fee / account holder | $1,971 | $8,053-75.5% | $9,455-79.2% | $6,940-71.6% |