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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 | $165,455 | $106,749+55.0% | $145,433+13.8% | $82,448+100.7% |
| Participation rate | 62.1% | 75.6%-13.5pp | 82.1%-20.0pp | 68.1%-6.0pp |
| Annual return | 11.78% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,472 | $3,444+0.8% | $4,554-23.8% | $2,551+36.1% |
| Participant deferral / active EE | $7,292 | $6,519+11.9% | $7,897-7.7% | $4,139+76.2% |
| Admin fee / account holder | $22,833 | $8,390+172.2% | $13,129+73.9% | $7,234+215.6% |