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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 | $130,981 | $95,453+37.2% | $112,040+16.9% | $82,448+58.9% |
| Participation rate | 54.2% | 72.8%-18.6pp | 76.5%-22.3pp | 68.1%-13.9pp |
| Annual return | 11.73% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,996 | $2,318-13.9% | $2,954-32.4% | $2,551-21.8% |
| Participant deferral / active EE | $3,461 | $4,224-18.1% | $5,098-32.1% | $4,139-16.4% |
| Admin fee / account holder | $11,882 | $9,013+31.8% | $12,098-1.8% | $7,234+64.2% |