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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 | $166,588 | $78,520+112.2% | $96,576+72.5% | $82,448+102.1% |
| Participation rate | 63.0% | 77.7%-14.7pp | 81.4%-18.4pp | 68.1%-5.0pp |
| Annual return | 13.99% | 41.30%-27.3pp | 38.47%-24.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,295 | $2,630-50.7% | $3,553-63.5% | $2,551-49.2% |
| Participant deferral / active EE | $7,275 | $6,754+7.7% | $7,956-8.6% | $4,139+75.8% |
| Admin fee / account holder | $20,842 | $13,455+54.9% | $11,381+83.1% | $7,234+188.1% |