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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 | $171,133 | $95,453+79.3% | $112,040+52.7% | $82,448+107.6% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 11.73% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,965 | $2,318+27.9% | $2,954+0.4% | $2,551+16.2% |
| Participant deferral / active EE | $5,473 | $4,224+29.6% | $5,098+7.4% | $4,139+32.2% |
| Admin fee / account holder | $15,842 | $9,013+75.8% | $12,098+30.9% | $7,234+119.0% |