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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 | $135,890 | $84,953+60.0% | $163,379-16.8% | $82,637+64.4% |
| Participation rate | 52.6% | 65.9%-13.3pp | 76.8%-24.2pp | 68.1%-15.4pp |
| Annual return | 10.51% | 23.07%-12.6pp | 63.41%-52.9pp | 53.51%-43.0pp |
| Employer contribution / active EE | $2,607 | $2,183+19.4% | $3,752-30.5% | $2,552+2.1% |
| Participant deferral / active EE | $5,214 | $4,326+20.5% | $6,282-17.0% | $4,126+26.4% |
| Admin fee / account holder | $64,021 | $7,921+708.2% | $9,818+552.1% | $7,339+772.4% |