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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 | $149,226 | $108,825+37.1% | $156,181-4.5% | $82,448+81.0% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 4.71% | 20.59%-15.9pp | 64.87%-60.2pp | 41.64%-36.9pp |
| Employer contribution / active EE | $2,451 | $2,870-14.6% | $4,294-42.9% | $2,551-3.9% |
| Participant deferral / active EE | $7,799 | $4,577+70.4% | $6,132+27.2% | $4,139+88.4% |
| Admin fee / account holder | $3,634 | $9,341-61.1% | $14,586-75.1% | $7,234-49.8% |