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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 | $110,229 | $78,520+40.4% | $96,576+14.1% | $82,448+33.7% |
| Participation rate | 65.2% | 77.7%-12.5pp | 81.4%-16.2pp | 68.1%-2.9pp |
| Annual return | 14.44% | 41.30%-26.9pp | 38.47%-24.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,196 | $2,630-16.5% | $3,553-38.2% | $2,551-13.9% |
| Participant deferral / active EE | $8,463 | $6,754+25.3% | $7,956+6.4% | $4,139+104.5% |
| Admin fee / account holder | $85,279 | $13,455+533.8% | $11,381+649.3% | $7,234+1078.8% |