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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 | $76,834+106.9% | $108,359+46.7% | $87,485+81.7% |
| Participation rate | 60.5% | 61.7%-1.2pp | 70.1%-9.6pp | 68.9%-8.4pp |
| Annual return | 8.52% | 19.09%-10.6pp | 36.89%-28.4pp | 26.06%-17.5pp |
| Employer contribution / active EE | $2,386 | $1,556+53.3% | $2,399-0.6% | $2,596-8.1% |
| Participant deferral / active EE | $5,418 | $3,100+74.8% | $4,137+31.0% | $4,274+26.8% |
| Admin fee / account holder | $38,261 | $6,537+485.3% | $9,741+292.8% | $7,775+392.1% |