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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 | $124,980+35.4% | $108,359+56.2% | $154,746+9.4% |
| Participation rate | 69.2% | 75.2%-5.9pp | 70.1%-0.9pp | 80.7%-11.5pp |
| Annual return | 5.59% | 45.00%-39.4pp | 36.89%-31.3pp | 172.34%-166.7pp |
| Employer contribution / active EE | $2,527 | $2,851-11.4% | $2,399+5.3% | $4,379-42.3% |
| Participant deferral / active EE | $6,902 | $4,743+45.5% | $4,137+66.8% | $6,730+2.6% |
| Admin fee / account holder | $2,277 | $11,502-80.2% | $9,741-76.6% | $14,365-84.2% |