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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 | $138,628 | $77,472+78.9% | $100,415+38.1% | $80,959+71.2% |
| Participation rate | 67.4% | 76.9%-9.5pp | 81.5%-14.1pp | 67.7%-0.2pp |
| Annual return | 9.11% | 37.26%-28.1pp | 49.47%-40.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $2,824 | $2,800+0.8% | $3,943-28.4% | $2,757+2.4% |
| Participant deferral / active EE | $5,799 | $6,818-14.9% | $8,091-28.3% | $4,300+34.8% |
| Admin fee / account holder | $1,299 | $5,885-77.9% | $7,906-83.6% | $6,925-81.2% |