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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 | $96,731+58.9% | $123,973+24.0% | $86,983+76.7% |
| Participation rate | 65.4% | 70.0%-4.6pp | 76.7%-11.3pp | 69.5%-4.2pp |
| Annual return | 5.28% | 17.33%-12.0pp | 388.13%-382.8pp | 25.83%-20.5pp |
| Employer contribution / active EE | $1,452 | $3,297-56.0% | $4,126-64.8% | $2,584-43.8% |
| Participant deferral / active EE | $3,498 | $4,152-15.7% | $5,247-33.3% | $4,194-16.6% |
| Admin fee / account holder | $8,215 | $8,722-5.8% | $11,799-30.4% | $7,856+4.6% |