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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 | $148,460 | $73,787+101.2% | $98,716+50.4% | $82,448+80.1% |
| Participation rate | 63.9% | 61.4%+2.5pp | 69.3%-5.4pp | 68.1%-4.2pp |
| Annual return | 10.56% | 18.57%-8.0pp | 31.81%-21.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,397 | $1,511-7.6% | $2,279-38.7% | $2,551-45.2% |
| Participant deferral / active EE | $4,633 | $3,081+50.4% | $4,048+14.5% | $4,139+11.9% |
| Admin fee / account holder | $16,949 | $6,500+160.7% | $8,703+94.8% | $7,234+134.3% |