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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 | $119,225 | $101,795+17.1% | $165,100-27.8% | $80,959+47.3% |
| Participation rate | 62.1% | 71.8%-9.7pp | 78.6%-16.5pp | 67.7%-5.5pp |
| Annual return | 9.21% | 16.73%-7.5pp | 70.21%-61.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $996 | $2,954-66.3% | $4,348-77.1% | $2,757-63.9% |
| Participant deferral / active EE | $4,773 | $4,476+6.6% | $6,035-20.9% | $4,300+11.0% |
| Admin fee / account holder | $23,097 | $8,221+180.9% | $12,696+81.9% | $6,925+233.5% |