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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 | $96,046 | $27,826+245.2% | $65,566+46.5% | $71,511+34.3% |
| Participation rate | 52.8% | 57.6%-4.8pp | 64.9%-12.1pp | 67.9%-15.1pp |
| Annual return | 14.27% | 41.56%-27.3pp | 47.40%-33.1pp | 28.86%-14.6pp |
| Employer contribution / active EE | $1,607 | $1,405+14.3% | $1,692-5.0% | $2,589-38.0% |
| Participant deferral / active EE | $3,265 | $1,861+75.4% | $2,832+15.3% | $4,291-23.9% |
| Admin fee / account holder | $6,484 | $3,850+68.4% | $4,114+57.6% | $1,588+308.2% |