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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 | $107,410 | $52,306+105.4% | $69,779+53.9% | $62,881+70.8% |
| Participation rate | 69.7% | 67.2%+2.5pp | 71.8%-2.1pp | 69.3%+0.4pp |
| Annual return | -1.23% | 13.35%-14.6pp | 12.99%-14.2pp | 20.14%-21.4pp |
| Employer contribution / active EE | $1,970 | $1,799+9.5% | $2,338-15.8% | $2,281-13.6% |
| Participant deferral / active EE | $1,898 | $2,395-20.8% | $2,931-35.3% | $3,203-40.8% |
| Admin fee / account holder | $13,261 | $3,691+259.3% | $4,381+202.7% | $4,296+208.7% |