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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 | $109,475 | $52,279+109.4% | $89,435+22.4% | $79,856+37.1% |
| Participation rate | 23.7% | 57.5%-33.9pp | 68.0%-44.3pp | 69.6%-46.0pp |
| Annual return | 9.19% | 22.16%-13.0pp | 245.55%-236.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $680 | $1,572-56.7% | $2,587-73.7% | $2,471-72.5% |
| Participant deferral / active EE | $1,926 | $2,740-29.7% | $3,890-50.5% | $3,741-48.5% |
| Admin fee / account holder | $3,717 | $3,356+10.7% | $4,884-23.9% | $5,306-30.0% |