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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 | $137,893 | $86,919+58.6% | $102,457+34.6% | $80,911+70.4% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.6%-5.9pp |
| Annual return | 10.21% | 18.90%-8.7pp | 29.41%-19.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $3,649 | $2,368+54.1% | $3,022+20.7% | $2,756+32.4% |
| Participant deferral / active EE | $4,892 | $4,119+18.8% | $5,054-3.2% | $4,297+13.8% |
| Admin fee / account holder | $12,798 | $8,049+59.0% | $9,451+35.4% | $6,935+84.6% |