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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 | $116,220 | $64,920+79.0% | $103,693+12.1% | $86,983+33.6% |
| Participation rate | 56.1% | 63.6%-7.5pp | 72.6%-16.5pp | 69.5%-13.4pp |
| Annual return | 11.55% | 30.29%-18.7pp | 47.61%-36.1pp | 25.83%-14.3pp |
| Employer contribution / active EE | $668 | $2,141-68.8% | $2,920-77.1% | $2,584-74.2% |
| Participant deferral / active EE | $1,297 | $3,241-60.0% | $4,579-71.7% | $4,194-69.1% |
| Admin fee / account holder | $4,620 | $6,191-25.4% | $7,858-41.2% | $7,856-41.2% |