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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 | $159,014 | $65,034+144.5% | $90,970+74.8% | $79,856+99.1% |
| Participation rate | 63.4% | 61.6%+1.8pp | 69.0%-5.6pp | 69.6%-6.2pp |
| Annual return | 4.88% | 30.45%-25.6pp | 134.60%-129.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,370 | $1,247+90.0% | $2,122+11.7% | $2,471-4.1% |
| Participant deferral / active EE | $4,304 | $2,512+71.3% | $3,373+27.6% | $3,741+15.1% |
| Admin fee / account holder | $1,716 | $4,536-62.2% | $5,961-71.2% | $5,306-67.7% |