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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 | $125,964 | $106,749+18.0% | $145,433-13.4% | $82,448+52.8% |
| Participation rate | 63.3% | 75.6%-12.3pp | 82.1%-18.8pp | 68.1%-4.7pp |
| Annual return | 14.09% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $983 | $3,444-71.5% | $4,554-78.4% | $2,551-61.5% |
| Participant deferral / active EE | $9,970 | $6,519+52.9% | $7,897+26.2% | $4,139+140.9% |
| Admin fee / account holder | $7,604 | $8,390-9.4% | $13,129-42.1% | $7,234+5.1% |