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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 | $138,830 | $73,978+87.7% | $96,515+43.8% | $75,173+84.7% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 7.59% | 26.72%-19.1pp | 35.73%-28.1pp | 160.72%-153.1pp |
| Employer contribution / active EE | $2,822 | $2,931-3.7% | $3,740-24.5% | $2,671+5.6% |
| Participant deferral / active EE | $6,921 | $3,660+89.1% | $4,880+41.8% | $4,126+67.7% |
| Admin fee / account holder | $7,234 | $5,219+38.6% | $6,735+7.4% | $5,651+28.0% |