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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 | $126,859 | $108,825+16.6% | $156,181-18.8% | $82,448+53.9% |
| Participation rate | 61.4% | 72.4%-10.9pp | 78.8%-17.4pp | 68.1%-6.6pp |
| Annual return | 4.29% | 20.59%-16.3pp | 64.87%-60.6pp | 41.64%-37.4pp |
| Employer contribution / active EE | $2,220 | $2,870-22.6% | $4,294-48.3% | $2,551-13.0% |
| Participant deferral / active EE | $3,925 | $4,577-14.3% | $6,132-36.0% | $4,139-5.2% |
| Admin fee / account holder | $14,221 | $9,341+52.2% | $14,586-2.5% | $7,234+96.6% |