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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 | $116,582 | $55,706+109.3% | $75,888+53.6% | $72,986+59.7% |
| Participation rate | 64.5% | 61.1%+3.4pp | 69.3%-4.8pp | 69.5%-5.0pp |
| Annual return | 14.91% | 27.59%-12.7pp | 30.76%-15.8pp | 81.01%-66.1pp |
| Employer contribution / active EE | $1,022 | $1,687-39.4% | $2,501-59.1% | $2,440-58.1% |
| Participant deferral / active EE | $3,339 | $2,634+26.8% | $3,603-7.3% | $3,607-7.4% |
| Admin fee / account holder | $1,840 | $3,978-53.8% | $5,419-66.0% | $5,124-64.1% |