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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 | $137,924 | $106,864+29.1% | $147,318-6.4% | $82,637+66.9% |
| Participation rate | 67.9% | 75.5%-7.6pp | 82.1%-14.2pp | 68.1%-0.2pp |
| Annual return | 13.21% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $2,174 | $3,417-36.4% | $4,593-52.7% | $2,552-14.8% |
| Participant deferral / active EE | $7,390 | $6,496+13.8% | $7,906-6.5% | $4,126+79.1% |
| Admin fee / account holder | $7,014 | $8,415-16.6% | $13,708-48.8% | $7,339-4.4% |