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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 | $131,293 | $106,864+22.9% | $147,318-10.9% | $82,637+58.9% |
| Participation rate | 63.4% | 75.5%-12.1pp | 82.1%-18.7pp | 68.1%-4.7pp |
| Annual return | 10.00% | 27.49%-17.5pp | 70.43%-60.4pp | 53.51%-43.5pp |
| Employer contribution / active EE | $926 | $3,417-72.9% | $4,593-79.8% | $2,552-63.7% |
| Participant deferral / active EE | $4,024 | $6,496-38.1% | $7,906-49.1% | $4,126-2.5% |
| Admin fee / account holder | $4,219 | $8,415-49.9% | $13,708-69.2% | $7,339-42.5% |