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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 | $135,161 | $79,955+69.0% | $98,461+37.3% | $75,173+79.8% |
| Participation rate | 68.3% | 70.4%-2.1pp | 75.2%-6.9pp | 67.2%+1.1pp |
| Annual return | 12.62% | 19.75%-7.1pp | 21.17%-8.6pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,531 | $2,264-32.4% | $3,049-49.8% | $2,671-42.7% |
| Participant deferral / active EE | $4,438 | $3,752+18.3% | $4,738-6.3% | $4,126+7.6% |
| Admin fee / account holder | $7,036 | $6,841+2.9% | $8,961-21.5% | $5,651+24.5% |