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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 | $55,684+109.4% | $75,900+53.6% | $72,976+59.8% |
| Participation rate | 64.5% | 61.1%+3.4pp | 69.3%-4.8pp | 69.5%-5.0pp |
| Annual return | 14.91% | 27.60%-12.7pp | 30.73%-15.8pp | 81.02%-66.1pp |
| Employer contribution / active EE | $1,022 | $1,687-39.4% | $2,501-59.2% | $2,440-58.1% |
| Participant deferral / active EE | $3,339 | $2,634+26.8% | $3,604-7.3% | $3,608-7.4% |
| Admin fee / account holder | $1,840 | $3,981-53.8% | $5,421-66.1% | $5,124-64.1% |