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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 | $86,554 | $54,541+58.7% | $78,778+9.9% | $70,124+23.4% |
| Participation rate | 57.1% | 60.8%-3.7pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 12.02% | 21.07%-9.1pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,631 | $1,089+141.7% | $1,986+32.5% | $2,342+12.3% |
| Participant deferral / active EE | $3,537 | $2,210+60.0% | $2,958+19.6% | $3,332+6.2% |
| Admin fee / account holder | $2,545 | $3,709-31.4% | $5,134-50.4% | $4,645-45.2% |