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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 | $100,742 | $54,541+84.7% | $78,778+27.9% | $70,124+43.7% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 8.53% | 21.07%-12.5pp | 35.62%-27.1pp | 73.14%-64.6pp |
| Employer contribution / active EE | $1,228 | $1,089+12.8% | $1,986-38.2% | $2,342-47.6% |
| Participant deferral / active EE | $3,241 | $2,210+46.6% | $2,958+9.6% | $3,332-2.7% |
| Admin fee / account holder | $2,204 | $3,709-40.6% | $5,134-57.1% | $4,645-52.6% |