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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 | $150,732 | $106,524+41.5% | $152,301-1.0% | $87,485+72.3% |
| Participation rate | 69.6% | 75.8%-6.2pp | 82.4%-12.9pp | 68.9%+0.6pp |
| Annual return | 12.69% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,030 | $3,371-10.1% | $4,624-34.5% | $2,596+16.7% |
| Participant deferral / active EE | $6,055 | $6,525-7.2% | $8,004-24.4% | $4,274+41.7% |
| Admin fee / account holder | $15,117 | $8,287+82.4% | $14,398+5.0% | $7,775+94.4% |