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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 | $123,426 | $81,487+51.5% | $102,412+20.5% | $80,935+52.5% |
| Participation rate | 64.4% | 66.8%-2.4pp | 74.5%-10.1pp | 67.7%-3.2pp |
| Annual return | 10.07% | 25.60%-15.5pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,455 | $3,871+40.9% | $5,060+7.8% | $4,299+26.9% |
| Admin fee / account holder | $6,649 | $6,717-1.0% | $8,388-20.7% | $6,924-4.0% |