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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 | $126,163 | $91,760+37.5% | $156,181-19.2% | $67,986+85.6% |
| Participation rate | 54.1% | 65.0%-10.9pp | 78.8%-24.8pp | 57.2%-3.1pp |
| Annual return | 12.50% | 18.14%-5.6pp | 64.87%-52.4pp | 31.67%-19.2pp |
| Employer contribution / active EE | $2,276 | $2,419-5.9% | $4,294-47.0% | $2,019+12.8% |
| Participant deferral / active EE | $4,707 | $3,960+18.9% | $6,132-23.2% | $3,358+40.2% |
| Admin fee / account holder | $13,068 | $3,949+231.0% | $14,586-10.4% | $3,203+308.0% |