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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 | $108,540 | $71,215+52.4% | $93,696+15.8% | $80,935+34.1% |
| Participation rate | 48.4% | 60.4%-12.0pp | 68.7%-20.3pp | 67.7%-19.3pp |
| Annual return | 9.92% | 11.27%-1.4pp | 133.74%-123.8pp | 35.66%-25.7pp |
| Employer contribution / active EE | $2,064 | $1,565+31.9% | $2,422-14.8% | $2,757-25.1% |
| Participant deferral / active EE | $4,400 | $4,037+9.0% | $4,417-0.4% | $4,299+2.3% |
| Admin fee / account holder | $377 | $6,958-94.6% | $8,287-95.5% | $6,924-94.6% |