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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 | $127,816 | $79,955+59.9% | $98,461+29.8% | $75,173+70.0% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 10.69% | 19.75%-9.1pp | 21.17%-10.5pp | 160.72%-150.0pp |
| Employer contribution / active EE | $614 | $2,264-72.9% | $3,049-79.9% | $2,671-77.0% |
| Participant deferral / active EE | $1,986 | $3,752-47.1% | $4,738-58.1% | $4,126-51.9% |
| Admin fee / account holder | $12,046 | $6,841+76.1% | $8,961+34.4% | $5,651+113.2% |