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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 | $156,881 | $22,602+594.1% | $65,566+139.3% | $75,173+108.7% |
| Participation rate | 66.1% | 63.1%+3.0pp | 64.9%+1.1pp | 67.2%-1.1pp |
| Annual return | 14.28% | 71.13%-56.9pp | 47.40%-33.1pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,758 | $941+86.9% | $1,692+3.9% | $2,671-34.2% |
| Participant deferral / active EE | $3,497 | $1,695+106.4% | $2,832+23.5% | $4,126-15.2% |
| Admin fee / account holder | $29,633 | $1,877+1478.5% | $4,114+620.3% | $5,651+424.4% |