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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 | $124,151 | $108,825+14.1% | $156,181-20.5% | $82,448+50.6% |
| Participation rate | 63.9% | 72.4%-8.5pp | 78.8%-14.9pp | 68.1%-4.2pp |
| Annual return | 12.10% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.5pp |
| Employer contribution / active EE | $3,027 | $2,870+5.5% | $4,294-29.5% | $2,551+18.7% |
| Participant deferral / active EE | $7,800 | $4,577+70.4% | $6,132+27.2% | $4,139+88.4% |
| Admin fee / account holder | $3,899 | $9,341-58.3% | $14,586-73.3% | $7,234-46.1% |