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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 | $159,353 | $67,894+134.7% | $89,340+78.4% | $82,448+93.3% |
| Participation rate | 55.6% | 64.0%-8.5pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 11.93% | 19.21%-7.3pp | 20.57%-8.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,372 | $1,828+29.7% | $2,231+6.3% | $2,551-7.0% |
| Participant deferral / active EE | $3,274 | $3,072+6.6% | $3,823-14.4% | $4,139-20.9% |
| Admin fee / account holder | $6,644 | $5,723+16.1% | $6,704-0.9% | $7,234-8.2% |