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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 | $148,802 | $73,787+101.7% | $98,716+50.7% | $82,448+80.5% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.3%-20.7pp | 68.1%-19.5pp |
| Annual return | 12.42% | 18.57%-6.1pp | 31.81%-19.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,265 | $1,511+49.9% | $2,279-0.6% | $2,551-11.2% |
| Participant deferral / active EE | $4,181 | $3,081+35.7% | $4,048+3.3% | $4,139+1.0% |
| Admin fee / account holder | $2,097 | $6,500-67.7% | $8,703-75.9% | $7,234-71.0% |