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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 | $141,744 | $77,638+82.6% | $156,551-9.5% | $62,881+125.4% |
| Participation rate | 63.0% | 71.2%-8.2pp | 84.0%-21.1pp | 69.3%-6.3pp |
| Annual return | 3.76% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $4,628 | $3,444+34.4% | $5,501-15.9% | $2,281+102.9% |
| Participant deferral / active EE | $6,963 | $3,046+128.6% | $4,871+43.0% | $3,203+117.4% |
| Admin fee / account holder | $5,651 | $5,561+1.6% | $13,028-56.6% | $4,296+31.6% |