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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 | $141,026 | $87,059+62.0% | $105,608+33.5% | $80,925+74.3% |
| Participation rate | 67.4% | 70.4%-3.1pp | 75.3%-7.9pp | 67.7%-0.3pp |
| Annual return | 5.01% | 17.05%-12.0pp | 116.50%-111.5pp | 35.65%-30.6pp |
| Employer contribution / active EE | $1,275 | $2,396-46.8% | $3,167-59.7% | $2,756-53.7% |
| Participant deferral / active EE | $3,430 | $3,986-13.9% | $5,010-31.5% | $4,299-20.2% |
| Admin fee / account holder | $4,290 | $8,443-49.2% | $11,028-61.1% | $6,940-38.2% |