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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 | $118,418 | $95,404+24.1% | $113,397+4.4% | $82,637+43.3% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.5%-25.6pp | 68.1%-17.1pp |
| Annual return | 10.36% | 19.08%-8.7pp | 23.20%-12.8pp | 53.51%-43.2pp |
| Employer contribution / active EE | $783 | $2,307-66.1% | $2,977-73.7% | $2,552-69.3% |
| Participant deferral / active EE | $2,666 | $4,220-36.8% | $5,076-47.5% | $4,126-35.4% |
| Admin fee / account holder | $12,313 | $9,168+34.3% | $11,957+3.0% | $7,339+67.8% |