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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 | $133,491 | $95,453+39.8% | $112,040+19.1% | $82,448+61.9% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.5%-12.4pp | 68.1%-4.0pp |
| Annual return | 10.95% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,582 | $2,318-31.7% | $2,954-46.4% | $2,551-38.0% |
| Participant deferral / active EE | $4,397 | $4,224+4.1% | $5,098-13.7% | $4,139+6.2% |
| Admin fee / account holder | $23,019 | $9,013+155.4% | $12,098+90.3% | $7,234+218.2% |