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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 | $113,135 | $69,977+61.7% | $108,582+4.2% | $62,881+79.9% |
| Participation rate | 67.9% | 72.9%-5.0pp | 79.6%-11.7pp | 69.3%-1.4pp |
| Annual return | 4.51% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,061 | $2,135-50.3% | $3,758-71.8% | $2,281-53.5% |
| Participant deferral / active EE | $4,054 | $3,165+28.1% | $4,311-6.0% | $3,203+26.6% |
| Admin fee / account holder | $6,638 | $5,076+30.8% | $7,645-13.2% | $4,296+54.5% |