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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 | $149,222 | $81,276+83.6% | $155,574-4.1% | $80,925+84.4% |
| Participation rate | 54.0% | 66.2%-12.3pp | 78.2%-24.2pp | 67.7%-13.7pp |
| Annual return | 8.89% | 33.36%-24.5pp | 64.87%-56.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $3,175 | $3,103+2.3% | $4,676-32.1% | $2,756+15.2% |
| Participant deferral / active EE | $2,417 | $3,453-30.0% | $5,629-57.1% | $4,299-43.8% |
| Admin fee / account holder | $2,747 | $7,993-65.6% | $15,914-82.7% | $6,940-60.4% |