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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 | $81,358+83.4% | $155,556-4.1% | $80,959+84.3% |
| Participation rate | 54.0% | 66.3%-12.3pp | 78.2%-24.3pp | 67.7%-13.7pp |
| Annual return | 8.89% | 33.39%-24.5pp | 64.84%-55.9pp | 35.67%-26.8pp |
| Employer contribution / active EE | $3,175 | $3,106+2.2% | $4,675-32.1% | $2,757+15.1% |
| Participant deferral / active EE | $2,417 | $3,455-30.1% | $5,631-57.1% | $4,300-43.8% |
| Admin fee / account holder | $2,747 | $7,994-65.6% | $15,885-82.7% | $6,925-60.3% |