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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 | $106,864+49.7% | $147,318+8.6% | $82,637+93.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 13.00% | 27.49%-14.5pp | 70.43%-57.4pp | 53.51%-40.5pp |
| Employer contribution / active EE | $2,825 | $3,417-17.3% | $4,593-38.5% | $2,552+10.7% |
| Participant deferral / active EE | $5,040 | $6,496-22.4% | $7,906-36.2% | $4,126+22.2% |
| Admin fee / account holder | $2,844 | $8,415-66.2% | $13,708-79.3% | $7,339-61.3% |