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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 | $113,714 | $72,273+57.3% | $101,275+12.3% | $79,856+42.4% |
| Participation rate | 40.6% | 68.5%-27.8pp | 75.8%-35.2pp | 69.6%-29.0pp |
| Annual return | 8.52% | 22.30%-13.8pp | 46.48%-38.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $995 | $2,691-63.0% | $3,660-72.8% | $2,471-59.7% |
| Participant deferral / active EE | $2,447 | $3,282-25.4% | $4,371-44.0% | $3,741-34.6% |
| Admin fee / account holder | $5,630 | $4,401+27.9% | $5,948-5.4% | $5,306+6.1% |