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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 | $133,314 | $77,574+71.9% | $108,753+22.6% | $86,983+53.3% |
| Participation rate | 54.3% | 62.3%-8.0pp | 71.1%-16.8pp | 69.5%-15.3pp |
| Annual return | 3.97% | 18.42%-14.4pp | 37.47%-33.5pp | 25.83%-21.9pp |
| Employer contribution / active EE | $3,051 | $1,611+89.4% | $2,427+25.7% | $2,584+18.0% |
| Participant deferral / active EE | $6,716 | $3,128+114.7% | $4,115+63.2% | $4,194+60.1% |
| Admin fee / account holder | $10,644 | $6,529+63.0% | $10,320+3.1% | $7,856+35.5% |