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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 | $159,977 | $93,598+70.9% | $135,974+17.7% | $75,173+112.8% |
| Participation rate | 14.8% | 75.2%-60.4pp | 81.9%-67.1pp | 67.2%-52.4pp |
| Annual return | 13.36% | 30.89%-17.5pp | 68.30%-54.9pp | 160.72%-147.4pp |
| Employer contribution / active EE | $3,351 | $3,538-5.3% | $4,859-31.0% | $2,671+25.4% |
| Participant deferral / active EE | $6,868 | $6,405+7.2% | $7,760-11.5% | $4,126+66.5% |
| Admin fee / account holder | $7,857 | $6,978+12.6% | $10,767-27.0% | $5,651+39.1% |