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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 | $161,229 | $86,949+85.4% | $102,460+57.4% | $80,959+99.1% |
| Participation rate | 61.0% | 72.4%-11.4pp | 76.5%-15.5pp | 67.7%-6.7pp |
| Annual return | 10.37% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2,062 | $2,370-13.0% | $3,025-31.8% | $2,757-25.2% |
| Participant deferral / active EE | $3,090 | $4,121-25.0% | $5,056-38.9% | $4,300-28.1% |
| Admin fee / account holder | $13,934 | $8,048+73.1% | $9,460+47.3% | $6,925+101.2% |