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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 | $123,005 | $76,696+60.4% | $96,538+27.4% | $71,529+72.0% |
| Participation rate | 54.7% | 66.6%-11.9pp | 74.3%-19.6pp | 67.9%-13.2pp |
| Annual return | 13.40% | 48.32%-34.9pp | 35.74%-22.3pp | 28.97%-15.6pp |
| Employer contribution / active EE | $1,708 | $3,032-43.7% | $3,740-54.3% | $2,590-34.0% |
| Participant deferral / active EE | $2,828 | $3,770-25.0% | $4,880-42.1% | $4,291-34.1% |
| Admin fee / account holder | $6,781 | $2,030+234.1% | $6,737+0.6% | $1,588+326.9% |