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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 | $112,105 | $73,978+51.5% | $96,515+16.2% | $75,173+49.1% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.1pp |
| Annual return | 12.93% | 26.72%-13.8pp | 35.73%-22.8pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,195 | $2,931-25.1% | $3,740-41.3% | $2,671-17.8% |
| Participant deferral / active EE | $3,562 | $3,660-2.7% | $4,880-27.0% | $4,126-13.7% |
| Admin fee / account holder | $5,506 | $5,219+5.5% | $6,735-18.3% | $5,651-2.6% |