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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 | $108,771 | $86,949+25.1% | $102,460+6.2% | $80,959+34.4% |
| Participation rate | 36.8% | 72.4%-35.5pp | 76.5%-39.7pp | 67.7%-30.8pp |
| Annual return | 6.72% | 18.89%-12.2pp | 29.47%-22.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $1,204 | $2,370-49.2% | $3,025-60.2% | $2,757-56.3% |
| Participant deferral / active EE | $7,725 | $4,121+87.4% | $5,056+52.8% | $4,300+79.6% |
| Admin fee / account holder | $9,677 | $8,048+20.3% | $9,460+2.3% | $6,925+39.7% |