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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 | $56,121+113.5% | $92,985+28.9% | $64,340+86.3% |
| Participation rate | 43.0% | 44.9%-1.9pp | 69.5%-26.5pp | 55.2%-12.2pp |
| Annual return | 10.58% | 19.19%-8.6pp | 27.99%-17.4pp | 24.14%-13.6pp |
| Employer contribution / active EE | $829 | $1,351-38.7% | $2,662-68.9% | $1,862-55.5% |
| Participant deferral / active EE | $3,303 | $2,362+39.8% | $4,377-24.5% | $2,980+10.8% |
| Admin fee / account holder | $9,702 | $6,869+41.2% | $9,463+2.5% | $3,703+162.0% |