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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 | $128,586 | $79,955+60.8% | $98,461+30.6% | $75,173+71.1% |
| Participation rate | 58.7% | 70.4%-11.7pp | 75.2%-16.5pp | 67.2%-8.5pp |
| Annual return | 11.13% | 19.75%-8.6pp | 21.17%-10.0pp | 160.72%-149.6pp |
| Employer contribution / active EE | $2,711 | $2,264+19.7% | $3,049-11.1% | $2,671+1.5% |
| Participant deferral / active EE | $5,389 | $3,752+43.6% | $4,738+13.7% | $4,126+30.6% |
| Admin fee / account holder | $37,569 | $6,841+449.2% | $8,961+319.3% | $5,651+564.9% |