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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 | $143,971 | $93,063+54.7% | $153,476-6.2% | $80,911+77.9% |
| Participation rate | 63.9% | 69.0%-5.1pp | 77.1%-13.2pp | 67.6%-3.8pp |
| Annual return | 10.69% | 19.95%-9.3pp | 15.66%-5.0pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,345 | $3,507-61.7% | $5,038-73.3% | $2,756-51.2% |
| Participant deferral / active EE | $3,557 | $5,180-31.3% | $6,759-47.4% | $4,297-17.2% |
| Admin fee / account holder | $24,969 | $8,891+180.8% | $12,729+96.2% | $6,935+260.1% |