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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 | $138,541 | $101,795+36.1% | $165,100-16.1% | $80,959+71.1% |
| Participation rate | 65.4% | 71.8%-6.4pp | 78.6%-13.2pp | 67.7%-2.3pp |
| Annual return | 7.63% | 16.73%-9.1pp | 70.21%-62.6pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,222 | $2,954-58.6% | $4,348-71.9% | $2,757-55.7% |
| Participant deferral / active EE | $4,887 | $4,476+9.2% | $6,035-19.0% | $4,300+13.6% |
| Admin fee / account holder | $1,440 | $8,221-82.5% | $12,696-88.7% | $6,925-79.2% |