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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 | $164,624 | $72,114+128.3% | $108,745+51.4% | $62,881+161.8% |
| Participation rate | 65.4% | 74.6%-9.2pp | 77.7%-12.3pp | 69.3%-3.9pp |
| Annual return | 3.60% | 13.41%-9.8pp | 46.22%-42.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,857 | $2,694+6.1% | $3,323-14.0% | $2,281+25.3% |
| Participant deferral / active EE | $3,368 | $4,044-16.7% | $5,121-34.2% | $3,203+5.2% |
| Admin fee / account holder | $5,257 | $4,608+14.1% | $6,144-14.4% | $4,296+22.4% |