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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 | $112,649 | $76,371+47.5% | $93,621+20.3% | $72,976+54.4% |
| Participation rate | 61.5% | 71.8%-10.2pp | 75.8%-14.3pp | 69.5%-8.0pp |
| Annual return | 9.29% | 25.82%-16.5pp | 32.76%-23.5pp | 81.02%-71.7pp |
| Employer contribution / active EE | $1,407 | $2,276-38.2% | $2,719-48.2% | $2,440-42.3% |
| Participant deferral / active EE | $3,908 | $3,538+10.5% | $4,070-4.0% | $3,608+8.3% |
| Admin fee / account holder | $8,195 | $6,839+19.8% | $7,890+3.9% | $5,124+59.9% |