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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 | $115,647 | $78,520+47.3% | $96,576+19.7% | $82,448+40.3% |
| Participation rate | 50.0% | 77.7%-27.7pp | 81.4%-31.4pp | 68.1%-18.1pp |
| Annual return | 14.36% | 41.30%-26.9pp | 38.47%-24.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,218 | $2,630-15.7% | $3,553-37.6% | $2,551-13.1% |
| Participant deferral / active EE | $4,560 | $6,754-32.5% | $7,956-42.7% | $4,139+10.2% |
| Admin fee / account holder | $14,695 | $13,455+9.2% | $11,381+29.1% | $7,234+103.1% |