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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 | $141,936 | $95,453+48.7% | $112,040+26.7% | $82,448+72.2% |
| Participation rate | 64.5% | 72.8%-8.2pp | 76.5%-12.0pp | 68.1%-3.6pp |
| Annual return | 12.23% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $960 | $2,318-58.6% | $2,954-67.5% | $2,551-62.4% |
| Participant deferral / active EE | $3,176 | $4,224-24.8% | $5,098-37.7% | $4,139-23.3% |
| Admin fee / account holder | $8,985 | $9,013-0.3% | $12,098-25.7% | $7,234+24.2% |