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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 | $128,458 | $106,749+20.3% | $145,433-11.7% | $82,448+55.8% |
| Participation rate | 68.3% | 75.6%-7.4pp | 82.1%-13.8pp | 68.1%+0.2pp |
| Annual return | 12.05% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,764 | $3,444-19.7% | $4,554-39.3% | $2,551+8.4% |
| Participant deferral / active EE | $3,954 | $6,519-39.3% | $7,897-49.9% | $4,139-4.5% |
| Admin fee / account holder | $18,236 | $8,390+117.4% | $13,129+38.9% | $7,234+152.1% |