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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 | $119,673 | $94,031+27.3% | $115,768+3.4% | $82,448+45.2% |
| Participation rate | 67.6% | 70.4%-2.9pp | 74.4%-6.8pp | 68.1%-0.5pp |
| Annual return | 11.92% | 20.61%-8.7pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,169 | $2,323-49.7% | $2,940-60.2% | $2,551-54.2% |
| Participant deferral / active EE | $3,324 | $3,972-16.3% | $4,917-32.4% | $4,139-19.7% |
| Admin fee / account holder | $2,194 | $10,249-78.6% | $12,439-82.4% | $7,234-69.7% |