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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 | $117,156 | $96,508+21.4% | $75,901+54.4% | $152,897-23.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.5%-42.5pp |
| Annual return | 12.01% | 33.99%-22.0pp | 30.76%-18.7pp | 345.43%-333.4pp |
| Employer contribution / active EE | $927 | $3,310-72.0% | $2,501-62.9% | $4,764-80.5% |
| Participant deferral / active EE | $3,449 | $4,554-24.3% | $3,603-4.3% | $5,851-41.1% |
| Admin fee / account holder | $18,637 | $8,081+130.6% | $5,420+243.8% | $11,599+60.7% |