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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 | $112,061 | $97,125+15.4% | $86,233+30.0% | $137,256-18.4% |
| Participation rate | 26.3% | 74.2%-47.9pp | 69.0%-42.7pp | 80.0%-53.6pp |
| Annual return | 7.90% | 74.19%-66.3pp | 61.39%-53.5pp | 220.34%-212.4pp |
| Employer contribution / active EE | $810 | $2,841-71.5% | $2,504-67.7% | $4,156-80.5% |
| Participant deferral / active EE | $1,694 | $5,180-67.3% | $4,559-62.9% | $6,407-73.6% |
| Admin fee / account holder | $7,914 | $9,725-18.6% | $8,342-5.1% | $12,270-35.5% |