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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 | $98,756 | $84,236+17.2% | $170,435-42.1% | $70,126+40.8% |
| Participation rate | 54.2% | 70.8%-16.7pp | 83.6%-29.4pp | 69.5%-15.4pp |
| Annual return | 11.90% | 23.06%-11.2pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,297 | $3,387-32.2% | $5,432-57.7% | $2,343-1.9% |
| Participant deferral / active EE | $5,426 | $3,086+75.8% | $4,939+9.9% | $3,332+62.9% |
| Admin fee / account holder | $2,456 | $5,698-56.9% | $13,881-82.3% | $4,645-47.1% |