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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 | $193,153 | $94,031+105.4% | $115,768+66.8% | $82,448+134.3% |
| Participation rate | 58.8% | 70.4%-11.6pp | 74.4%-15.6pp | 68.1%-9.2pp |
| Annual return | 9.89% | 20.61%-10.7pp | 100.46%-90.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,672 | $2,323+15.0% | $2,940-9.1% | $2,551+4.8% |
| Participant deferral / active EE | $5,345 | $3,972+34.6% | $4,917+8.7% | $4,139+29.1% |
| Admin fee / account holder | $13,723 | $10,249+33.9% | $12,439+10.3% | $7,234+89.7% |