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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 | $112,638 | $74,535+51.1% | $100,712+11.8% | $82,637+36.3% |
| Participation rate | 34.5% | 61.2%-26.7pp | 69.3%-34.8pp | 68.1%-33.6pp |
| Annual return | 11.38% | 18.92%-7.5pp | 33.27%-21.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | $735 | $1,503-51.1% | $2,313-68.2% | $2,552-71.2% |
| Participant deferral / active EE | $5,288 | $3,074+72.0% | $4,085+29.5% | $4,126+28.2% |
| Admin fee / account holder | $7,944 | $6,576+20.8% | $9,256-14.2% | $7,339+8.2% |