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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 | $158,781 | $55,889+184.1% | $76,119+108.6% | $80,935+96.2% |
| Participation rate | 57.5% | 62.1%-4.6pp | 69.1%-11.6pp | 67.7%-10.2pp |
| Annual return | 8.79% | 20.58%-11.8pp | 361.25%-352.5pp | 35.66%-26.9pp |
| Employer contribution / active EE | $3,365 | $1,866+80.3% | $2,693+25.0% | $2,757+22.1% |
| Participant deferral / active EE | $7,033 | $3,051+130.5% | $4,259+65.1% | $4,299+63.6% |
| Admin fee / account holder | $11,352 | $5,241+116.6% | $6,421+76.8% | $6,924+63.9% |