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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 | $126,085 | $98,652+27.8% | $142,942-11.8% | $82,448+52.9% |
| Participation rate | 40.4% | 72.8%-32.3pp | 76.8%-36.4pp | 68.1%-27.6pp |
| Annual return | 12.79% | 22.65%-9.9pp | 113.70%-100.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $738 | $3,211-77.0% | $4,139-82.2% | $2,551-71.1% |
| Participant deferral / active EE | $1,954 | $5,580-65.0% | $7,128-72.6% | $4,139-52.8% |
| Admin fee / account holder | $9,251 | $8,078+14.5% | $12,475-25.8% | $7,234+27.9% |