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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 | $106,749+11.4% | $145,433-18.2% | $82,448+44.2% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.1%-19.6pp | 68.1%-5.6pp |
| Annual return | 12.92% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,718 | $3,444-50.1% | $4,554-62.3% | $2,551-32.7% |
| Participant deferral / active EE | $5,173 | $6,519-20.6% | $7,897-34.5% | $4,139+25.0% |
| Admin fee / account holder | $8,694 | $8,390+3.6% | $13,129-33.8% | $7,234+20.2% |