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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 | $96,086 | $76,407+25.8% | $150,298-36.1% | $82,448+16.5% |
| Participation rate | 34.8% | 66.4%-31.5pp | 77.8%-42.9pp | 68.1%-33.2pp |
| Annual return | 12.44% | 39.99%-27.6pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,518 | $2,614+34.6% | $4,154-15.3% | $2,551+37.9% |
| Participant deferral / active EE | $4,951 | $3,214+54.0% | $5,453-9.2% | $4,139+19.6% |
| Admin fee / account holder | $4,930 | $6,352-22.4% | $14,116-65.1% | $7,234-31.8% |