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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 | $157,466 | $114,712+37.3% | $173,730-9.4% | $87,485+80.0% |
| Participation rate | 59.3% | 73.0%-13.7pp | 79.6%-20.3pp | 68.9%-9.7pp |
| Annual return | 10.84% | 20.18%-9.3pp | 19.96%-9.1pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,097 | $2,904-62.2% | $4,577-76.0% | $2,596-57.7% |
| Participant deferral / active EE | $4,517 | $4,642-2.7% | $6,326-28.6% | $4,274+5.7% |
| Admin fee / account holder | $6,377 | $10,210-37.5% | $17,523-63.6% | $7,775-18.0% |