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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 | $123,450 | $60,349+104.6% | $74,184+66.4% | $62,881+96.3% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 4.20% | 21.38%-17.2pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,199 | $1,680+30.9% | $2,370-7.2% | $2,281-3.6% |
| Participant deferral / active EE | $4,729 | $2,856+65.6% | $3,550+33.2% | $3,203+47.6% |
| Admin fee / account holder | $3,981 | $4,261-6.6% | $5,586-28.7% | $4,296-7.3% |