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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 | $59,440+154.9% | $78,004+94.2% | $82,637+83.4% |
| Participation rate | 63.6% | 62.8%+0.8pp | 69.4%-5.8pp | 68.1%-4.4pp |
| Annual return | 11.05% | 40.24%-29.2pp | 31.07%-20.0pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,982 | $1,750+70.3% | $2,469+20.8% | $2,552+16.8% |
| Participant deferral / active EE | $6,327 | $3,138+101.6% | $4,092+54.6% | $4,126+53.3% |
| Admin fee / account holder | $2,817 | $5,504-48.8% | $7,578-62.8% | $7,339-61.6% |