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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 | $147,974 | $62,672+136.1% | $185,117-20.1% | $70,126+111.0% |
| Participation rate | 65.6% | 63.8%+1.8pp | 77.3%-11.6pp | 69.5%-3.9pp |
| Annual return | 12.68% | 40.79%-28.1pp | 40.50%-27.8pp | 73.15%-60.5pp |
| Employer contribution / active EE | $580 | $1,753-66.9% | $4,182-86.1% | $2,343-75.2% |
| Participant deferral / active EE | $5,740 | $3,272+75.4% | $5,045+13.8% | $3,332+72.3% |
| Admin fee / account holder | $9,448 | $3,932+140.3% | $8,159+15.8% | $4,645+103.4% |