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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 | $104,816 | $54,541+92.2% | $78,778+33.1% | $70,126+49.5% |
| Participation rate | 55.4% | 60.8%-5.4pp | 69.2%-13.8pp | 69.5%-14.2pp |
| Annual return | 11.54% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,553 | $1,089+42.7% | $1,986-21.8% | $2,343-33.7% |
| Participant deferral / active EE | $4,465 | $2,210+102.0% | $2,958+50.9% | $3,332+34.0% |
| Admin fee / account holder | $3,245 | $3,709-12.5% | $5,134-36.8% | $4,645-30.1% |