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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 | $169,813 | $86,940+95.3% | $102,434+65.8% | $80,935+109.8% |
| Participation rate | 64.8% | 72.4%-7.6pp | 76.5%-11.7pp | 67.7%-2.8pp |
| Annual return | 9.81% | 18.89%-9.1pp | 29.46%-19.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,810 | $2,370+18.6% | $3,023-7.1% | $2,757+1.9% |
| Participant deferral / active EE | $5,436 | $4,121+31.9% | $5,055+7.5% | $4,299+26.4% |
| Admin fee / account holder | $5,481 | $8,047-31.9% | $9,462-42.1% | $6,924-20.8% |