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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 | $126,377 | $103,164+22.5% | $90,259+40.0% | $154,746-18.3% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 7.06% | 19.25%-12.2pp | 18.88%-11.8pp | 172.34%-165.3pp |
| Employer contribution / active EE | $5,435 | $2,532+114.7% | $2,291+137.2% | $4,379+24.1% |
| Participant deferral / active EE | $6,416 | $4,422+45.1% | $3,827+67.7% | $6,730-4.7% |
| Admin fee / account holder | $46,960 | $8,593+446.5% | $7,267+546.2% | $14,365+226.9% |