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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 | $184,993 | $95,453+93.8% | $112,040+65.1% | $82,448+124.4% |
| Participation rate | 69.9% | 72.8%-2.9pp | 76.5%-6.6pp | 68.1%+1.8pp |
| Annual return | 11.20% | 23.92%-12.7pp | 24.52%-13.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,053 | $2,318-11.4% | $2,954-30.5% | $2,551-19.5% |
| Participant deferral / active EE | $5,332 | $4,224+26.2% | $5,098+4.6% | $4,139+28.8% |
| Admin fee / account holder | $9,657 | $9,013+7.1% | $12,098-20.2% | $7,234+33.5% |