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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 | $97,550+36.8% | $120,344+10.9% | $87,485+52.6% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.7%-12.6pp | 68.9%-4.8pp |
| Annual return | 10.95% | 18.41%-7.5pp | 20.30%-9.4pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,582 | $2,291-30.9% | $3,020-47.6% | $2,596-39.1% |
| Participant deferral / active EE | $4,397 | $4,230+4.0% | $5,135-14.4% | $4,274+2.9% |
| Admin fee / account holder | $23,019 | $9,543+141.2% | $12,742+80.7% | $7,775+196.1% |