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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 | $158,959 | $81,504+95.0% | $102,437+55.2% | $80,959+96.3% |
| Participation rate | 64.8% | 66.9%-2.1pp | 74.5%-9.7pp | 67.7%-2.9pp |
| Annual return | 9.71% | 25.60%-15.9pp | 24.95%-15.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $4,181 | $3,104+34.7% | $3,871+8.0% | $2,757+51.7% |
| Participant deferral / active EE | $6,779 | $3,871+75.1% | $5,060+34.0% | $4,300+57.6% |
| Admin fee / account holder | $15,961 | $6,719+137.5% | $8,388+90.3% | $6,925+130.5% |