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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 | $114,890 | $81,446+41.1% | $103,374+11.1% | $80,874+42.1% |
| Participation rate | 41.1% | 66.9%-25.8pp | 74.5%-33.4pp | 67.6%-26.6pp |
| Annual return | 9.75% | 25.57%-15.8pp | 24.89%-15.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $2,006 | $3,107-35.4% | $3,869-48.2% | $2,756-27.2% |
| Participant deferral / active EE | $5,491 | $3,870+41.9% | $5,058+8.6% | $4,297+27.8% |
| Admin fee / account holder | $7,954 | $6,715+18.5% | $8,394-5.2% | $6,935+14.7% |