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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 | $120,156 | $67,894+77.0% | $89,340+34.5% | $82,448+45.7% |
| Participation rate | 59.4% | 64.0%-4.7pp | 69.6%-10.2pp | 68.1%-8.7pp |
| Annual return | 12.69% | 19.21%-6.5pp | 20.57%-7.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,201 | $1,828-34.3% | $2,231-46.2% | $2,551-52.9% |
| Participant deferral / active EE | $3,148 | $3,072+2.5% | $3,823-17.7% | $4,139-24.0% |
| Admin fee / account holder | $44,540 | $5,723+678.3% | $6,704+564.4% | $7,234+515.7% |