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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 | $77,814+68.0% | $158,223-17.4% | $86,983+50.3% |
| Participation rate | 68.1% | 68.4%-0.3pp | 79.2%-11.1pp | 69.5%-1.5pp |
| Annual return | 11.86% | 30.54%-18.7pp | 52.09%-40.2pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,403 | $2,592-45.9% | $4,109-65.9% | $2,584-45.7% |
| Participant deferral / active EE | $2,380 | $3,270-27.2% | $5,467-56.5% | $4,194-43.2% |
| Admin fee / account holder | $2,985 | $5,879-49.2% | $16,047-81.4% | $7,856-62.0% |