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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 | $122,684 | $73,787+66.3% | $98,716+24.3% | $82,448+48.8% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.3%-11.6pp | 68.1%-10.4pp |
| Annual return | 10.41% | 18.57%-8.2pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,245 | $1,511-17.6% | $2,279-45.4% | $2,551-51.2% |
| Participant deferral / active EE | $2,598 | $3,081-15.7% | $4,048-35.8% | $4,139-37.2% |
| Admin fee / account holder | $2,045 | $6,500-68.5% | $8,703-76.5% | $7,234-71.7% |