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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 | $111,753 | $76,551+46.0% | $123,894-9.8% | $62,881+77.7% |
| Participation rate | 65.9% | 73.0%-7.1pp | 81.4%-15.6pp | 69.3%-3.5pp |
| Annual return | 5.55% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,010 | $2,882+4.4% | $4,617-34.8% | $2,281+32.0% |
| Participant deferral / active EE | $6,203 | $4,840+28.2% | $5,984+3.7% | $3,203+93.7% |
| Admin fee / account holder | $12,141 | $4,826+151.6% | $8,357+45.3% | $4,296+182.6% |