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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 | $119,505 | $97,125+23.0% | $86,233+38.6% | $137,256-12.9% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.0%-57.9pp | 80.0%-68.8pp |
| Annual return | 9.97% | 74.19%-64.2pp | 61.39%-51.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,572 | $2,841-44.7% | $2,504-37.2% | $4,156-62.2% |
| Participant deferral / active EE | $3,143 | $5,180-39.3% | $4,559-31.1% | $6,407-50.9% |
| Admin fee / account holder | $1,708 | $9,725-82.4% | $8,342-79.5% | $12,270-86.1% |