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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 | $153,631 | $102,938+49.2% | $94,105+63.3% | $138,895+10.6% |
| Participation rate | 68.2% | 74.6%-6.5pp | 71.9%-3.8pp | 79.9%-11.7pp |
| Annual return | 9.84% | 250.28%-240.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,890 | $2,732-30.8% | $2,504-24.5% | $4,194-54.9% |
| Participant deferral / active EE | $3,118 | $4,196-25.7% | $3,881-19.7% | $6,396-51.3% |
| Admin fee / account holder | $8,023 | $6,600+21.6% | $6,199+29.4% | $12,562-36.1% |