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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 | $127,416 | $81,504+56.3% | $102,437+24.4% | $80,959+57.4% |
| Participation rate | 61.7% | 66.9%-5.1pp | 74.5%-12.8pp | 67.7%-5.9pp |
| Annual return | 10.25% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,783 | $3,104-42.6% | $3,871-53.9% | $2,757-35.3% |
| Participant deferral / active EE | $3,944 | $3,871+1.9% | $5,060-22.1% | $4,300-8.3% |
| Admin fee / account holder | $2,546 | $6,719-62.1% | $8,388-69.6% | $6,925-63.2% |