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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 | $117,722 | $72,486+62.4% | $87,103+35.2% | $72,976+61.3% |
| Participation rate | 65.2% | 72.8%-7.6pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 15.68% | 24.46%-8.8pp | 28.19%-12.5pp | 81.02%-65.3pp |
| Employer contribution / active EE | $1,902 | $1,894+0.4% | $2,521-24.6% | $2,440-22.1% |
| Participant deferral / active EE | $3,572 | $3,270+9.2% | $4,049-11.8% | $3,608-1.0% |
| Admin fee / account holder | $2,725 | $5,055-46.1% | $7,491-63.6% | $5,124-46.8% |