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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 | $150,789 | $65,034+131.9% | $90,970+65.8% | $79,856+88.8% |
| Participation rate | 67.4% | 61.6%+5.8pp | 69.0%-1.6pp | 69.6%-2.2pp |
| Annual return | 9.75% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,260 | $1,247+1.0% | $2,122-40.6% | $2,471-49.0% |
| Participant deferral / active EE | $4,940 | $2,512+96.6% | $3,373+46.5% | $3,741+32.1% |
| Admin fee / account holder | $1,083 | $4,536-76.1% | $5,961-81.8% | $5,306-79.6% |