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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 | $143,019 | $106,749+34.0% | $145,433-1.7% | $82,448+73.5% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 14.09% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,226 | $3,444-35.4% | $4,554-51.1% | $2,551-12.7% |
| Participant deferral / active EE | $5,114 | $6,519-21.6% | $7,897-35.3% | $4,139+23.5% |
| Admin fee / account holder | $6,956 | $8,390-17.1% | $13,129-47.0% | $7,234-3.8% |