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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 | $88,558 | $55,932+58.3% | $76,735+15.4% | $67,986+30.3% |
| Participation rate | 57.7% | 50.8%+6.9pp | 69.5%-11.8pp | 57.2%+0.5pp |
| Annual return | 11.98% | 23.10%-11.1pp | 29.77%-17.8pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,923 | $1,487+29.3% | $2,454-21.7% | $2,019-4.8% |
| Participant deferral / active EE | $4,235 | $2,558+65.6% | $4,088+3.6% | $3,358+26.1% |
| Admin fee / account holder | $1,399 | $4,907-71.5% | $7,189-80.5% | $3,203-56.3% |