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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 | $146,357 | $87,059+68.1% | $105,608+38.6% | $80,925+80.9% |
| Participation rate | 58.9% | 70.4%-11.6pp | 75.3%-16.4pp | 67.7%-8.8pp |
| Annual return | 9.07% | 17.05%-8.0pp | 116.50%-107.4pp | 35.65%-26.6pp |
| Employer contribution / active EE | $2,821 | $2,396+17.7% | $3,167-10.9% | $2,756+2.3% |
| Participant deferral / active EE | $6,083 | $3,986+52.6% | $5,010+21.4% | $4,299+41.5% |
| Admin fee / account holder | $11,755 | $8,443+39.2% | $11,028+6.6% | $6,940+69.4% |