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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 | $99,053+13.1% | $88,179+27.1% | $138,895-19.3% |
| Participation rate | 26.3% | 74.2%-47.9pp | 69.1%-42.8pp | 79.9%-53.6pp |
| Annual return | 7.90% | 78.17%-70.3pp | 64.97%-57.1pp | 145.39%-137.5pp |
| Employer contribution / active EE | $810 | $2,882-71.9% | $2,549-68.2% | $4,194-80.7% |
| Participant deferral / active EE | $1,694 | $5,225-67.6% | $4,614-63.3% | $6,396-73.5% |
| Admin fee / account holder | $7,914 | $8,748-9.5% | $7,673+3.1% | $12,562-37.0% |