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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 | $126,611 | $73,787+71.6% | $98,716+28.3% | $82,448+53.6% |
| Participation rate | 68.1% | 61.4%+6.7pp | 69.3%-1.2pp | 68.1%0pp |
| Annual return | 11.81% | 18.57%-6.8pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,259 | $1,511-16.7% | $2,279-44.8% | $2,551-50.7% |
| Participant deferral / active EE | $3,063 | $3,081-0.6% | $4,048-24.3% | $4,139-26.0% |
| Admin fee / account holder | $1,248 | $6,500-80.8% | $8,703-85.7% | $7,234-82.7% |