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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 | $154,589 | $100,784+53.4% | $191,597-19.3% | $82,637+87.1% |
| Participation rate | 63.0% | 70.5%-7.5pp | 76.9%-14.0pp | 68.1%-5.1pp |
| Annual return | 11.46% | 18.13%-6.7pp | 27.07%-15.6pp | 53.51%-42.0pp |
| Employer contribution / active EE | $4,623 | $3,102+49.0% | $5,025-8.0% | $2,552+81.1% |
| Participant deferral / active EE | $12,385 | $4,937+150.9% | $6,850+80.8% | $4,126+200.2% |
| Admin fee / account holder | $64,435 | $10,062+540.4% | $22,799+182.6% | $7,339+778.0% |