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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 | $118,925 | $106,864+11.3% | $147,318-19.3% | $82,637+43.9% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 12.92% | 27.49%-14.6pp | 70.43%-57.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,718 | $3,417-49.7% | $4,593-62.6% | $2,552-32.7% |
| Participant deferral / active EE | $5,173 | $6,496-20.4% | $7,906-34.6% | $4,126+25.4% |
| Admin fee / account holder | $8,694 | $8,415+3.3% | $13,708-36.6% | $7,339+18.5% |