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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 | $134,574 | $57,590+133.7% | $86,233+56.1% | $82,448+63.2% |
| Participation rate | 68.0% | 57.9%+10.1pp | 69.0%-1.0pp | 68.1%-0.1pp |
| Annual return | 12.69% | 22.41%-9.7pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,744 | $1,655+65.8% | $2,504+9.6% | $2,551+7.6% |
| Participant deferral / active EE | $5,881 | $3,080+90.9% | $4,559+29.0% | $4,139+42.1% |
| Admin fee / account holder | $38,553 | $4,730+715.0% | $8,342+362.1% | $7,234+432.9% |