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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 | $120,387 | $93,598+28.6% | $135,974-11.5% | $75,173+60.1% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 14.18% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $2,306 | $3,538-34.8% | $4,859-52.5% | $2,671-13.7% |
| Participant deferral / active EE | $6,794 | $6,405+6.1% | $7,760-12.5% | $4,126+64.6% |
| Admin fee / account holder | $500 | $6,978-92.8% | $10,767-95.4% | $5,651-91.2% |