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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 | $74,535+69.9% | $100,712+25.7% | $82,637+53.2% |
| Participation rate | 68.1% | 61.2%+6.9pp | 69.3%-1.2pp | 68.1%0pp |
| Annual return | 11.81% | 18.92%-7.1pp | 33.27%-21.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,259 | $1,503-16.2% | $2,313-45.6% | $2,552-50.7% |
| Participant deferral / active EE | $3,063 | $3,074-0.3% | $4,085-25.0% | $4,126-25.8% |
| Admin fee / account holder | $1,248 | $6,576-81.0% | $9,256-86.5% | $7,339-83.0% |