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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 | $76,834+73.5% | $108,359+23.0% | $87,485+52.4% |
| Participation rate | 54.3% | 61.7%-7.4pp | 70.1%-15.8pp | 68.9%-14.6pp |
| Annual return | 3.97% | 19.09%-15.1pp | 36.89%-32.9pp | 26.06%-22.1pp |
| Employer contribution / active EE | $3,051 | $1,556+96.0% | $2,399+27.1% | $2,596+17.5% |
| Participant deferral / active EE | $6,716 | $3,100+116.6% | $4,137+62.3% | $4,274+57.1% |
| Admin fee / account holder | $10,644 | $6,537+62.8% | $9,741+9.3% | $7,775+36.9% |