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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 | $150,064 | $91,760+63.5% | $156,181-3.9% | $67,986+120.7% |
| Participation rate | 66.7% | 65.0%+1.7pp | 78.8%-12.2pp | 57.2%+9.5pp |
| Annual return | 11.45% | 18.14%-6.7pp | 64.87%-53.4pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,620 | $2,419-33.0% | $4,294-62.3% | $2,019-19.8% |
| Participant deferral / active EE | $3,104 | $3,960-21.6% | $6,132-49.4% | $3,358-7.6% |
| Admin fee / account holder | $15,000 | $3,949+279.9% | $14,586+2.8% | $3,203+368.3% |