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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 | $106,864+54.8% | $147,318+12.3% | $82,637+100.2% |
| Participation rate | 62.1% | 75.5%-13.4pp | 82.1%-20.0pp | 68.1%-5.9pp |
| Annual return | 11.78% | 27.49%-15.7pp | 70.43%-58.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $3,472 | $3,417+1.6% | $4,593-24.4% | $2,552+36.0% |
| Participant deferral / active EE | $7,292 | $6,496+12.3% | $7,906-7.8% | $4,126+76.7% |
| Admin fee / account holder | $22,833 | $8,415+171.3% | $13,708+66.6% | $7,339+211.1% |