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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 | $150,506 | $146,267+2.9% | $197,124-23.6% | $82,448+82.5% |
| Participation rate | 59.1% | 84.0%-24.9pp | 86.7%-27.6pp | 68.1%-9.0pp |
| Annual return | 11.75% | 29.61%-17.9pp | 44.34%-32.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $3,033 | $4,723-35.8% | $6,227-51.3% | $2,551+18.9% |
| Participant deferral / active EE | $5,436 | $7,035-22.7% | $9,135-40.5% | $4,139+31.3% |
| Admin fee / account holder | $7,413 | $14,422-48.6% | $16,298-54.5% | $7,234+2.5% |