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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 | $56,121+57.8% | $92,985-4.8% | $64,340+37.6% |
| Participation rate | 57.7% | 44.9%+12.7pp | 69.5%-11.8pp | 55.2%+2.4pp |
| Annual return | 11.98% | 19.19%-7.2pp | 27.99%-16.0pp | 24.14%-12.2pp |
| Employer contribution / active EE | $1,923 | $1,351+42.3% | $2,662-27.8% | $1,862+3.3% |
| Participant deferral / active EE | $4,235 | $2,362+79.3% | $4,377-3.2% | $2,980+42.1% |
| Admin fee / account holder | $1,399 | $6,869-79.6% | $9,463-85.2% | $3,703-62.2% |