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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 | $122,724 | $79,955+53.5% | $98,461+24.6% | $75,173+63.3% |
| Participation rate | 66.7% | 70.4%-3.7pp | 75.2%-8.5pp | 67.2%-0.5pp |
| Annual return | 12.68% | 19.75%-7.1pp | 21.17%-8.5pp | 160.72%-148.0pp |
| Employer contribution / active EE | $2,386 | $2,264+5.4% | $3,049-21.7% | $2,671-10.7% |
| Participant deferral / active EE | $4,913 | $3,752+30.9% | $4,738+3.7% | $4,126+19.1% |
| Admin fee / account holder | $25,167 | $6,841+267.9% | $8,961+180.9% | $5,651+345.4% |