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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 | $129,140 | $56,894+127.0% | $84,753+52.4% | $62,881+105.4% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | -1.03% | 6.30%-7.3pp | 22.78%-23.8pp | 20.14%-21.2pp |
| Employer contribution / active EE | $2,225 | $2,400-7.3% | $3,574-37.8% | $2,281-2.5% |
| Participant deferral / active EE | $3,463 | $2,709+27.8% | $3,712-6.7% | $3,203+8.1% |
| Admin fee / account holder | $9,566 | $3,581+167.1% | $5,333+79.4% | $4,296+122.7% |