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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 | $58,048+106.4% | $94,215+27.2% | $65,306+83.5% |
| Participation rate | 43.0% | 45.3%-2.3pp | 70.0%-27.0pp | 57.7%-14.7pp |
| Annual return | 10.58% | 19.61%-9.0pp | 28.22%-17.6pp | 21.94%-11.4pp |
| Employer contribution / active EE | $829 | $1,427-41.9% | $2,675-69.0% | $1,967-57.9% |
| Participant deferral / active EE | $3,303 | $2,407+37.2% | $4,276-22.8% | $2,959+11.6% |
| Admin fee / account holder | $9,702 | $4,610+110.5% | $10,216-5.0% | $3,480+178.8% |