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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 | $150,727 | $91,086+65.5% | $203,872-26.1% | $86,983+73.3% |
| Participation rate | 64.8% | 65.8%-1.0pp | 77.8%-13.0pp | 69.5%-4.7pp |
| Annual return | 11.79% | 22.30%-10.5pp | 85.11%-73.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $866 | $2,063-58.0% | $3,757-77.0% | $2,584-66.5% |
| Participant deferral / active EE | $5,609 | $4,019+39.6% | $6,388-12.2% | $4,194+33.8% |
| Admin fee / account holder | $19,700 | $8,987+119.2% | $11,730+67.9% | $7,856+150.8% |