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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 | $137,883 | $76,112+81.2% | $96,544+42.8% | $71,529+92.8% |
| Participation rate | 61.1% | 74.4%-13.3pp | 76.0%-14.9pp | 67.9%-6.9pp |
| Annual return | 13.91% | 22.80%-8.9pp | 25.88%-12.0pp | 28.97%-15.1pp |
| Employer contribution / active EE | $1,817 | $2,248-19.2% | $2,966-38.8% | $2,590-29.9% |
| Participant deferral / active EE | $6,046 | $4,217+43.4% | $4,851+24.6% | $4,291+40.9% |
| Admin fee / account holder | $6,007 | $2,708+121.8% | $8,254-27.2% | $1,588+278.1% |