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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 | $111,632 | $73,978+50.9% | $96,515+15.7% | $75,173+48.5% |
| Participation rate | 64.0% | 66.4%-2.4pp | 74.3%-10.3pp | 67.2%-3.2pp |
| Annual return | 11.86% | 26.72%-14.9pp | 35.73%-23.9pp | 160.72%-148.9pp |
| Employer contribution / active EE | $1,546 | $2,931-47.3% | $3,740-58.7% | $2,671-42.1% |
| Participant deferral / active EE | $4,694 | $3,660+28.2% | $4,880-3.8% | $4,126+13.8% |
| Admin fee / account holder | $5,342 | $5,219+2.4% | $6,735-20.7% | $5,651-5.5% |