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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 | $139,135 | $106,749+30.3% | $145,433-4.3% | $82,448+68.8% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 9.82% | 27.59%-17.8pp | 66.58%-56.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,025 | $3,444-41.2% | $4,554-55.5% | $2,551-20.6% |
| Participant deferral / active EE | $3,986 | $6,519-38.9% | $7,897-49.5% | $4,139-3.7% |
| Admin fee / account holder | $1,677 | $8,390-80.0% | $13,129-87.2% | $7,234-76.8% |