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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 | $158,084 | $94,436+67.4% | $115,599+36.8% | $82,637+91.3% |
| Participation rate | 57.3% | 70.4%-13.1pp | 74.3%-16.9pp | 68.1%-10.7pp |
| Annual return | 9.26% | 18.37%-9.1pp | 111.10%-101.8pp | 53.51%-44.2pp |
| Employer contribution / active EE | $3,138 | $2,324+35.0% | $2,955+6.2% | $2,552+22.9% |
| Participant deferral / active EE | $7,538 | $3,955+90.6% | $4,889+54.2% | $4,126+82.7% |
| Admin fee / account holder | $7,619 | $10,328-26.2% | $12,841-40.7% | $7,339+3.8% |