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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 | $92,886 | $52,682+76.3% | $78,004+19.1% | $64,097+44.9% |
| Participation rate | 39.1% | 47.7%-8.6pp | 69.4%-30.3pp | 55.2%-16.1pp |
| Annual return | 12.68% | 22.45%-9.8pp | 31.07%-18.4pp | 34.64%-22.0pp |
| Employer contribution / active EE | $1,152 | $1,323-13.0% | $2,469-53.3% | $1,891-39.1% |
| Participant deferral / active EE | $2,178 | $2,346-7.1% | $4,092-46.8% | $3,080-29.3% |
| Admin fee / account holder | $7,396 | $5,420+36.5% | $7,578-2.4% | $3,454+114.1% |