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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 | $168,234 | $72,269+132.8% | $101,271+66.1% | $79,852+110.7% |
| Participation rate | 63.2% | 68.5%-5.3pp | 75.8%-12.6pp | 69.6%-6.5pp |
| Annual return | 7.57% | 22.29%-14.7pp | 46.48%-38.9pp | 31.72%-24.2pp |
| Employer contribution / active EE | $2,080 | $2,692-22.7% | $3,660-43.2% | $2,471-15.8% |
| Participant deferral / active EE | $3,670 | $3,282+11.8% | $4,371-16.0% | $3,740-1.9% |
| Admin fee / account holder | $918 | $4,401-79.1% | $5,948-84.6% | $5,306-82.7% |