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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 | $113,923 | $72,269+57.6% | $101,271+12.5% | $79,852+42.7% |
| Participation rate | 62.1% | 68.5%-6.4pp | 75.8%-13.7pp | 69.6%-7.6pp |
| Annual return | 3.47% | 22.29%-18.8pp | 46.48%-43.0pp | 31.72%-28.3pp |
| Employer contribution / active EE | $3,035 | $2,692+12.7% | $3,660-17.1% | $2,471+22.8% |
| Participant deferral / active EE | $4,903 | $3,282+49.4% | $4,371+12.2% | $3,740+31.1% |
| Admin fee / account holder | $627 | $4,401-85.7% | $5,948-89.4% | $5,306-88.2% |