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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 | $151,522 | $72,471+109.1% | $94,215+60.8% | $86,983+74.2% |
| Participation rate | 63.6% | 63.9%-0.2pp | 70.0%-6.3pp | 69.5%-5.9pp |
| Annual return | 11.05% | 26.44%-15.4pp | 28.22%-17.2pp | 25.83%-14.8pp |
| Employer contribution / active EE | $2,982 | $1,936+54.0% | $2,675+11.5% | $2,584+15.4% |
| Participant deferral / active EE | $6,327 | $3,397+86.3% | $4,276+48.0% | $4,194+50.9% |
| Admin fee / account holder | $2,817 | $6,468-56.4% | $10,216-72.4% | $7,856-64.1% |