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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 | $135,885 | $95,404+42.4% | $113,397+19.8% | $82,637+64.4% |
| Participation rate | 64.1% | 72.8%-8.8pp | 76.5%-12.4pp | 68.1%-4.0pp |
| Annual return | 11.27% | 19.08%-7.8pp | 23.20%-11.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $2,323 | $2,307+0.7% | $2,977-22.0% | $2,552-9.0% |
| Participant deferral / active EE | $5,019 | $4,220+18.9% | $5,076-1.1% | $4,126+21.6% |
| Admin fee / account holder | $10,072 | $9,168+9.9% | $11,957-15.8% | $7,339+37.2% |