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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 | $124,336 | $106,749+16.5% | $145,433-14.5% | $82,448+50.8% |
| Participation rate | 52.0% | 75.6%-23.6pp | 82.1%-30.1pp | 68.1%-16.1pp |
| Annual return | 12.63% | 27.59%-15.0pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $897 | $3,444-74.0% | $4,554-80.3% | $2,551-64.8% |
| Participant deferral / active EE | $5,644 | $6,519-13.4% | $7,897-28.5% | $4,139+36.4% |
| Admin fee / account holder | $12,146 | $8,390+44.8% | $13,129-7.5% | $7,234+67.9% |