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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 | $150,732 | $106,749+41.2% | $145,433+3.6% | $82,448+82.8% |
| Participation rate | 69.6% | 75.6%-6.1pp | 82.1%-12.6pp | 68.1%+1.5pp |
| Annual return | 12.69% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,030 | $3,444-12.0% | $4,554-33.5% | $2,551+18.8% |
| Participant deferral / active EE | $6,055 | $6,519-7.1% | $7,897-23.3% | $4,139+46.3% |
| Admin fee / account holder | $15,117 | $8,390+80.2% | $13,129+15.1% | $7,234+109.0% |