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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 | $150,066 | $65,395+129.5% | $182,540-17.8% | $72,975+105.6% |
| Participation rate | 37.3% | 65.4%-28.2pp | 78.0%-40.7pp | 69.5%-32.2pp |
| Annual return | 14.65% | 27.68%-13.0pp | 148.58%-133.9pp | 81.01%-66.4pp |
| Employer contribution / active EE | $1,222 | $1,911-36.1% | $4,076-70.0% | $2,440-49.9% |
| Participant deferral / active EE | $4,014 | $3,563+12.7% | $5,525-27.4% | $3,608+11.3% |
| Admin fee / account holder | $5,735 | $4,245+35.1% | $8,593-33.3% | $5,124+11.9% |