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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 | $110,002 | $67,602+62.7% | $82,312+33.6% | $70,126+56.9% |
| Participation rate | 66.3% | 72.8%-6.5pp | 76.9%-10.6pp | 69.5%-3.3pp |
| Annual return | 11.31% | 21.57%-10.3pp | 25.88%-14.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,299 | $1,755-26.0% | $2,428-46.5% | $2,343-44.6% |
| Participant deferral / active EE | $6,057 | $2,987+102.8% | $3,706+63.4% | $3,332+81.8% |
| Admin fee / account holder | $10,833 | $4,512+140.1% | $5,608+93.2% | $4,645+133.2% |