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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 | $137,165 | $91,474+50.0% | $135,982+0.9% | $71,529+91.8% |
| Participation rate | 68.2% | 75.7%-7.4pp | 81.9%-13.7pp | 67.9%+0.3pp |
| Annual return | 15.85% | 29.89%-14.0pp | 68.32%-52.5pp | 28.97%-13.1pp |
| Employer contribution / active EE | $1,844 | $3,705-50.2% | $4,859-62.1% | $2,590-28.8% |
| Participant deferral / active EE | $5,130 | $7,095-27.7% | $7,760-33.9% | $4,291+19.5% |
| Admin fee / account holder | $1,179 | $1,267-7.0% | $10,767-89.1% | $1,588-25.8% |