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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 | $136,630 | $95,453+43.1% | $112,040+21.9% | $82,448+65.7% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.5%-18.9pp | 68.1%-10.5pp |
| Annual return | 11.65% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,207 | $2,318-47.9% | $2,954-59.2% | $2,551-52.7% |
| Participant deferral / active EE | $4,426 | $4,224+4.8% | $5,098-13.2% | $4,139+6.9% |
| Admin fee / account holder | $4,060 | $9,013-55.0% | $12,098-66.4% | $7,234-43.9% |