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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 | $119,836 | $62,242+92.5% | $105,582+13.5% | $69,733+71.8% |
| Participation rate | 43.0% | 47.3%-4.3pp | 71.8%-28.8pp | 62.5%-19.5pp |
| Annual return | 10.58% | 15.40%-4.8pp | 18.61%-8.0pp | 15.22%-4.6pp |
| Employer contribution / active EE | $829 | $1,558-46.8% | $2,984-72.2% | $2,250-63.2% |
| Participant deferral / active EE | $3,303 | $2,462+34.1% | $4,353-24.1% | $3,054+8.1% |
| Admin fee / account holder | $9,702 | $4,615+110.2% | $12,856-24.5% | $3,102+212.8% |