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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 | $146,582 | $95,453+53.6% | $112,040+30.8% | $82,448+77.8% |
| Participation rate | 51.7% | 72.8%-21.0pp | 76.5%-24.8pp | 68.1%-16.3pp |
| Annual return | 8.44% | 23.92%-15.5pp | 24.52%-16.1pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,962 | $2,318-15.3% | $2,954-33.6% | $2,551-23.1% |
| Participant deferral / active EE | $4,524 | $4,224+7.1% | $5,098-11.2% | $4,139+9.3% |
| Admin fee / account holder | $3,496 | $9,013-61.2% | $12,098-71.1% | $7,234-51.7% |