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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 | $154,785 | $100,784+53.6% | $191,597-19.2% | $82,637+87.3% |
| Participation rate | 64.5% | 70.5%-6.0pp | 76.9%-12.4pp | 68.1%-3.5pp |
| Annual return | 12.40% | 18.13%-5.7pp | 27.07%-14.7pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,650 | $3,102-46.8% | $5,025-67.2% | $2,552-35.4% |
| Participant deferral / active EE | $3,161 | $4,937-36.0% | $6,850-53.9% | $4,126-23.4% |
| Admin fee / account holder | $11,401 | $10,062+13.3% | $22,799-50.0% | $7,339+55.4% |