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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 | $159,971 | $106,749+49.9% | $145,433+10.0% | $82,448+94.0% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 13.00% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,825 | $3,444-18.0% | $4,554-38.0% | $2,551+10.7% |
| Participant deferral / active EE | $5,040 | $6,519-22.7% | $7,897-36.2% | $4,139+21.8% |
| Admin fee / account holder | $2,844 | $8,390-66.1% | $13,129-78.3% | $7,234-60.7% |