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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 | $130,758 | $76,407+71.1% | $150,298-13.0% | $82,448+58.6% |
| Participation rate | 68.1% | 66.4%+1.7pp | 77.8%-9.7pp | 68.1%0pp |
| Annual return | 11.86% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,403 | $2,614-46.3% | $4,154-66.2% | $2,551-45.0% |
| Participant deferral / active EE | $2,380 | $3,214-26.0% | $5,453-56.3% | $4,139-42.5% |
| Admin fee / account holder | $2,985 | $6,352-53.0% | $14,116-78.9% | $7,234-58.7% |