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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 | $130,038 | $94,031+38.3% | $115,768+12.3% | $82,448+57.7% |
| Participation rate | 68.8% | 70.4%-1.6pp | 74.4%-5.6pp | 68.1%+0.7pp |
| Annual return | 11.50% | 20.61%-9.1pp | 100.46%-89.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,292 | $2,323-44.4% | $2,940-56.0% | $2,551-49.4% |
| Participant deferral / active EE | $3,641 | $3,972-8.3% | $4,917-26.0% | $4,139-12.0% |
| Admin fee / account holder | $15,165 | $10,249+48.0% | $12,439+21.9% | $7,234+109.6% |