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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 | $153,028 | $71,215+114.9% | $93,696+63.3% | $80,935+89.1% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 8.84% | 11.27%-2.4pp | 133.74%-124.9pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,435 | $1,565-8.3% | $2,422-40.7% | $2,757-47.9% |
| Participant deferral / active EE | $4,922 | $4,037+21.9% | $4,417+11.4% | $4,299+14.5% |
| Admin fee / account holder | $6,056 | $6,958-13.0% | $8,287-26.9% | $6,924-12.5% |