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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 | $119,653 | $77,896+53.6% | $134,172-10.8% | $82,448+45.1% |
| Participation rate | 61.5% | 62.8%-1.3pp | 72.5%-10.9pp | 68.1%-6.5pp |
| Annual return | 5.65% | 18.21%-12.6pp | 25.30%-19.6pp | 41.64%-36.0pp |
| Employer contribution / active EE | $1,822 | $2,159-15.6% | $3,420-46.7% | $2,551-28.6% |
| Participant deferral / active EE | $5,435 | $3,162+71.9% | $4,690+15.9% | $4,139+31.3% |
| Admin fee / account holder | $4,381 | $6,336-30.9% | $12,016-63.5% | $7,234-39.4% |