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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 | $163,244 | $87,733+86.1% | $106,551+53.2% | $85,856+90.1% |
| Participation rate | 58.7% | 71.9%-13.2pp | 76.1%-17.4pp | 69.3%-10.6pp |
| Annual return | 8.43% | 21.86%-13.4pp | 26.80%-18.4pp | 318.58%-310.2pp |
| Employer contribution / active EE | $2,280 | $2,073+10.0% | $2,819-19.1% | $2,565-11.1% |
| Participant deferral / active EE | $4,225 | $3,469+21.8% | $4,398-4.0% | $3,952+6.9% |
| Admin fee / account holder | $4,322 | $6,767-36.1% | $7,408-41.7% | $6,261-31.0% |