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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 | $157,046 | $146,267+7.4% | $197,124-20.3% | $82,448+90.5% |
| Participation rate | 65.1% | 84.0%-18.9pp | 86.7%-21.6pp | 68.1%-3.0pp |
| Annual return | 13.02% | 29.61%-16.6pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,745 | $4,723-63.1% | $6,227-72.0% | $2,551-31.6% |
| Participant deferral / active EE | $3,866 | $7,035-45.0% | $9,135-57.7% | $4,139-6.6% |
| Admin fee / account holder | $20,059 | $14,422+39.1% | $16,298+23.1% | $7,234+177.3% |