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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 | $127,510 | $65,367+95.1% | $92,915+37.2% | $72,976+74.7% |
| Participation rate | 63.9% | 68.3%-4.4pp | 76.0%-12.1pp | 69.5%-5.6pp |
| Annual return | 15.37% | 42.11%-26.7pp | 109.45%-94.1pp | 81.02%-65.6pp |
| Employer contribution / active EE | $1,253 | $2,594-51.7% | $3,653-65.7% | $2,440-48.7% |
| Participant deferral / active EE | $4,767 | $3,128+52.4% | $4,238+12.5% | $3,608+32.1% |
| Admin fee / account holder | $1,346 | $4,251-68.3% | $5,796-76.8% | $5,124-73.7% |