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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 | $127,053 | $59,804+112.4% | $81,982+55.0% | $79,856+59.1% |
| Participation rate | 63.7% | 61.6%+2.1pp | 69.3%-5.5pp | 69.6%-5.9pp |
| Annual return | 10.29% | 17.56%-7.3pp | 41.31%-31.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,725 | $1,713+0.7% | $2,498-31.0% | $2,471-30.2% |
| Participant deferral / active EE | $4,336 | $2,695+60.9% | $3,722+16.5% | $3,741+15.9% |
| Admin fee / account holder | $8,182 | $4,288+90.8% | $5,665+44.4% | $5,306+54.2% |