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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 | $150,155 | $126,661+18.5% | $113,397+32.4% | $138,895+8.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 9.13% | 25.05%-15.9pp | 23.20%-14.1pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,261 | $3,456-63.5% | $2,977-57.7% | $4,194-69.9% |
| Participant deferral / active EE | $2,078 | $5,693-63.5% | $5,076-59.1% | $6,396-67.5% |
| Admin fee / account holder | $781 | $14,549-94.6% | $11,957-93.5% | $12,562-93.8% |