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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 | $152,348 | $54,541+179.3% | $78,778+93.4% | $70,124+117.3% |
| Participation rate | 65.7% | 60.8%+4.9pp | 69.2%-3.5pp | 69.5%-3.9pp |
| Annual return | 7.58% | 21.07%-13.5pp | 35.62%-28.0pp | 73.14%-65.6pp |
| Employer contribution / active EE | $2,185 | $1,089+100.7% | $1,986+10.0% | $2,342-6.7% |
| Participant deferral / active EE | $3,909 | $2,210+76.9% | $2,958+32.1% | $3,332+17.3% |
| Admin fee / account holder | $9,101 | $3,709+145.4% | $5,134+77.3% | $4,645+95.9% |