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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 | $119,653 | $87,180+37.2% | $173,703-31.1% | $94,015+27.3% |
| Participation rate | 61.5% | 65.6%-4.1pp | 75.9%-14.4pp | 70.8%-9.3pp |
| Annual return | 5.65% | 14.17%-8.5pp | 17.46%-11.8pp | 17.84%-12.2pp |
| Employer contribution / active EE | $1,822 | $2,494-26.9% | $4,288-57.5% | $2,790-34.7% |
| Participant deferral / active EE | $5,435 | $3,343+62.6% | $4,854+12.0% | $4,249+27.9% |
| Admin fee / account holder | $4,381 | $7,506-41.6% | $15,562-71.8% | $8,951-51.1% |