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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 | $149,176 | $73,787+102.2% | $98,716+51.1% | $82,448+80.9% |
| Participation rate | 63.0% | 61.4%+1.6pp | 69.3%-6.2pp | 68.1%-5.0pp |
| Annual return | 11.67% | 18.57%-6.9pp | 31.81%-20.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,523 | $1,511+0.8% | $2,279-33.1% | $2,551-40.3% |
| Participant deferral / active EE | $3,843 | $3,081+24.7% | $4,048-5.1% | $4,139-7.2% |
| Admin fee / account holder | $2,956 | $6,500-54.5% | $8,703-66.0% | $7,234-59.1% |