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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 | $114,554 | $64,920+76.5% | $103,693+10.5% | $86,983+31.7% |
| Participation rate | 37.5% | 63.6%-26.1pp | 72.6%-35.1pp | 69.5%-32.0pp |
| Annual return | 11.66% | 30.29%-18.6pp | 47.61%-36.0pp | 25.83%-14.2pp |
| Employer contribution / active EE | $1,428 | $2,141-33.3% | $2,920-51.1% | $2,584-44.8% |
| Participant deferral / active EE | $1,467 | $3,241-54.7% | $4,579-68.0% | $4,194-65.0% |
| Admin fee / account holder | $2,923 | $6,191-52.8% | $7,858-62.8% | $7,856-62.8% |