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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 | $120,469 | $83,477+44.3% | $125,175-3.8% | $72,986+65.1% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.0pp | 69.5%-1.7pp |
| Annual return | 6.23% | 25.78%-19.5pp | 43.79%-37.6pp | 81.01%-74.8pp |
| Employer contribution / active EE | $1,434 | $2,345-38.9% | $3,865-62.9% | $2,440-41.2% |
| Participant deferral / active EE | $4,287 | $3,585+19.6% | $4,937-13.2% | $3,607+18.8% |
| Admin fee / account holder | $10,274 | $5,517+86.2% | $9,702+5.9% | $5,124+100.5% |