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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 | $97,648+33.2% | $121,663+6.9% | $87,485+48.6% |
| Participation rate | 68.8% | 70.5%-1.7pp | 74.5%-5.7pp | 68.9%-0.1pp |
| Annual return | 11.50% | 18.03%-6.5pp | 147.54%-136.0pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,292 | $2,300-43.8% | $3,020-57.2% | $2,596-50.2% |
| Participant deferral / active EE | $3,641 | $3,923-7.2% | $4,887-25.5% | $4,274-14.8% |
| Admin fee / account holder | $15,165 | $11,100+36.6% | $14,289+6.1% | $7,775+95.1% |