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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 | $169,248 | $112,729+50.1% | $98,716+71.4% | $137,256+23.3% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 5.59% | 38.48%-32.9pp | 31.81%-26.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,527 | $2,725-7.3% | $2,279+10.9% | $4,156-39.2% |
| Participant deferral / active EE | $6,902 | $4,640+48.8% | $4,048+70.5% | $6,407+7.7% |
| Admin fee / account holder | $2,277 | $10,129-77.5% | $8,703-73.8% | $12,270-81.4% |