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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 | $150,207 | $95,453+57.4% | $112,040+34.1% | $82,448+82.2% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.5%-13.5pp | 68.1%-5.1pp |
| Annual return | 10.69% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,173 | $2,318-49.4% | $2,954-60.3% | $2,551-54.0% |
| Participant deferral / active EE | $4,924 | $4,224+16.6% | $5,098-3.4% | $4,139+19.0% |
| Admin fee / account holder | $12,018 | $9,013+33.3% | $12,098-0.7% | $7,234+66.1% |