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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 | $72,607+119.5% | $90,259+76.6% | $87,485+82.2% |
| Participation rate | 55.6% | 64.8%-9.3pp | 70.7%-15.2pp | 68.9%-13.4pp |
| Annual return | 11.93% | 18.59%-6.7pp | 18.88%-6.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,372 | $1,919+23.6% | $2,291+3.5% | $2,596-8.7% |
| Participant deferral / active EE | $3,274 | $3,055+7.2% | $3,827-14.4% | $4,274-23.4% |
| Admin fee / account holder | $6,644 | $5,947+11.7% | $7,267-8.6% | $7,775-14.6% |