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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 | $120,421 | $24,811+385.4% | $69,701+72.8% | $74,546+61.5% |
| Participation rate | 27.5% | 63.5%-36.0pp | 66.4%-38.9pp | 67.2%-39.7pp |
| Annual return | 8.70% | 18.53%-9.8pp | 100.32%-91.6pp | 1366.03%-1357.3pp |
| Employer contribution / active EE | $1,086 | $1,003+8.3% | $1,713-36.6% | $2,624-58.6% |
| Participant deferral / active EE | $1,883 | $1,904-1.1% | $2,887-34.8% | $4,347-56.7% |
| Admin fee / account holder | $2,047 | $1,898+7.9% | $4,717-56.6% | $1,944+5.3% |