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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 | $110,137+43.0% | $161,149-2.3% | $82,637+90.6% |
| Participation rate | 59.3% | 72.4%-13.1pp | 78.8%-19.6pp | 68.1%-8.8pp |
| Annual return | 10.84% | 20.69%-9.8pp | 21.16%-10.3pp | 53.51%-42.7pp |
| Employer contribution / active EE | $1,097 | $2,856-61.6% | $4,360-74.8% | $2,552-57.0% |
| Participant deferral / active EE | $4,517 | $4,575-1.3% | $6,153-26.6% | $4,126+9.5% |
| Admin fee / account holder | $6,377 | $9,467-32.6% | $15,194-58.0% | $7,339-13.1% |