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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 | $132,766 | $71,215+86.4% | $93,696+41.7% | $80,935+64.0% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.7%-24.3pp |
| Annual return | 7.78% | 11.27%-3.5pp | 133.74%-126.0pp | 35.66%-27.9pp |
| Employer contribution / active EE | $1,759 | $1,565+12.4% | $2,422-27.4% | $2,757-36.2% |
| Participant deferral / active EE | $3,802 | $4,037-5.8% | $4,417-13.9% | $4,299-11.6% |
| Admin fee / account holder | $9,350 | $6,958+34.4% | $8,287+12.8% | $6,924+35.0% |