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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 | $134,781 | $86,940+55.0% | $102,434+31.6% | $80,935+66.5% |
| Participation rate | 68.5% | 72.4%-3.9pp | 76.5%-8.0pp | 67.7%+0.8pp |
| Annual return | 10.00% | 18.89%-8.9pp | 29.46%-19.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,563 | $2,370-34.1% | $3,023-48.3% | $2,757-43.3% |
| Participant deferral / active EE | $4,724 | $4,121+14.6% | $5,055-6.6% | $4,299+9.9% |
| Admin fee / account holder | $27,949 | $8,047+247.3% | $9,462+195.4% | $6,924+303.6% |