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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 | $146,668 | $91,559+60.2% | $133,971+9.5% | $79,852+83.7% |
| Participation rate | 69.0% | 73.3%-4.4pp | 79.8%-10.9pp | 69.6%-0.7pp |
| Annual return | 3.50% | 61.85%-58.3pp | 45.09%-41.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $2,276 | $2,384-4.5% | $3,919-41.9% | $2,471-7.9% |
| Participant deferral / active EE | $4,832 | $3,734+29.4% | $5,047-4.3% | $3,740+29.2% |
| Admin fee / account holder | $2,424 | $6,321-61.6% | $8,929-72.9% | $5,306-54.3% |