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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 | $122,429 | $73,787+65.9% | $98,716+24.0% | $82,448+48.5% |
| Participation rate | 61.2% | 61.4%-0.2pp | 69.3%-8.1pp | 68.1%-6.9pp |
| Annual return | 11.80% | 18.57%-6.8pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,660 | $1,511+9.8% | $2,279-27.2% | $2,551-34.9% |
| Participant deferral / active EE | $4,304 | $3,081+39.7% | $4,048+6.3% | $4,139+4.0% |
| Admin fee / account holder | $22,640 | $6,500+248.3% | $8,703+160.1% | $7,234+213.0% |