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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 | $120,302 | $86,949+38.4% | $102,460+17.4% | $80,959+48.6% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.3pp | 67.7%-8.4pp |
| Annual return | 7.68% | 18.89%-11.2pp | 29.47%-21.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $2,301 | $2,370-2.9% | $3,025-23.9% | $2,757-16.5% |
| Participant deferral / active EE | $5,858 | $4,121+42.2% | $5,056+15.9% | $4,300+36.2% |
| Admin fee / account holder | $67,310 | $8,048+736.4% | $9,460+611.5% | $6,925+871.9% |