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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 | $153,677 | $89,259+72.2% | $107,187+43.4% | $82,637+86.0% |
| Participation rate | 65.4% | 67.9%-2.5pp | 75.0%-9.6pp | 68.1%-2.7pp |
| Annual return | 5.28% | 21.02%-15.7pp | 204.55%-199.3pp | 53.51%-48.2pp |
| Employer contribution / active EE | $1,452 | $3,080-52.9% | $3,782-61.6% | $2,552-43.1% |
| Participant deferral / active EE | $3,498 | $4,037-13.3% | $5,096-31.4% | $4,126-15.2% |
| Admin fee / account holder | $8,215 | $7,381+11.3% | $9,162-10.3% | $7,339+11.9% |