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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 | $165,409 | $100,194+65.1% | $122,979+34.5% | $86,983+90.2% |
| Participation rate | 61.8% | 73.0%-11.2pp | 77.2%-15.4pp | 69.5%-7.8pp |
| Annual return | 8.94% | 16.47%-7.5pp | 20.12%-11.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $1,666 | $2,326-28.4% | $3,062-45.6% | $2,584-35.5% |
| Participant deferral / active EE | $2,933 | $4,133-29.0% | $5,003-41.4% | $4,194-30.1% |
| Admin fee / account holder | $13,718 | $10,148+35.2% | $12,864+6.6% | $7,856+74.6% |