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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 | $130,217 | $54,541+138.7% | $78,778+65.3% | $70,126+85.7% |
| Participation rate | 60.5% | 60.8%-0.3pp | 69.2%-8.7pp | 69.5%-9.0pp |
| Annual return | 11.67% | 21.07%-9.4pp | 35.62%-23.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $860 | $1,089-21.0% | $1,986-56.7% | $2,343-63.3% |
| Participant deferral / active EE | $2,897 | $2,210+31.1% | $2,958-2.1% | $3,332-13.0% |
| Admin fee / account holder | $7,046 | $3,709+90.0% | $5,134+37.2% | $4,645+51.7% |