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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 | $158,981 | $83,898+89.5% | $133,346+19.2% | $94,015+69.1% |
| Participation rate | 60.5% | 63.4%-2.8pp | 72.8%-12.3pp | 70.8%-10.3pp |
| Annual return | 8.52% | 16.00%-7.5pp | 36.85%-28.3pp | 17.84%-9.3pp |
| Employer contribution / active EE | $2,386 | $1,821+31.1% | $2,853-16.4% | $2,790-14.5% |
| Participant deferral / active EE | $5,418 | $3,245+67.0% | $4,332+25.1% | $4,249+27.5% |
| Admin fee / account holder | $38,261 | $7,809+390.0% | $14,264+168.2% | $8,951+327.4% |