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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 | $124,773 | $87,132+43.2% | $105,624+18.1% | $80,959+54.1% |
| Participation rate | 67.2% | 70.4%-3.2pp | 75.3%-8.0pp | 67.7%-0.4pp |
| Annual return | 10.03% | 17.03%-7.0pp | 116.20%-106.2pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,099 | $2,397-54.1% | $3,168-65.3% | $2,757-60.1% |
| Participant deferral / active EE | $4,494 | $3,985+12.8% | $5,013-10.3% | $4,300+4.5% |
| Admin fee / account holder | $11,852 | $8,449+40.3% | $10,961+8.1% | $6,925+71.1% |