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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 | $153,605 | $78,425+95.9% | $95,956+60.1% | $79,858+92.3% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 7.72% | 19.37%-11.7pp | 91.63%-83.9pp | 31.72%-24.0pp |
| Employer contribution / active EE | $3,542 | $1,945+82.1% | $2,541+39.4% | $2,471+43.3% |
| Participant deferral / active EE | $2,830 | $3,440-17.7% | $4,167-32.1% | $3,740-24.3% |
| Admin fee / account holder | $6,748 | $5,622+20.0% | $6,797-0.7% | $5,306+27.2% |