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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 | $151,604 | $108,825+39.3% | $156,181-2.9% | $82,448+83.9% |
| Participation rate | 62.7% | 72.4%-9.7pp | 78.8%-16.2pp | 68.1%-5.4pp |
| Annual return | 12.26% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,345 | $2,870-53.1% | $4,294-68.7% | $2,551-47.3% |
| Participant deferral / active EE | $5,399 | $4,577+18.0% | $6,132-12.0% | $4,139+30.4% |
| Admin fee / account holder | $25,270 | $9,341+170.5% | $14,586+73.2% | $7,234+249.3% |