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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 | $143,969+4.5% | $199,883-24.7% | $82,637+82.1% |
| Participation rate | 59.1% | 84.1%-25.1pp | 86.8%-27.7pp | 68.1%-9.0pp |
| Annual return | 11.75% | 25.67%-13.9pp | 43.81%-32.1pp | 53.51%-41.8pp |
| Employer contribution / active EE | $3,033 | $4,632-34.5% | $6,261-51.6% | $2,552+18.8% |
| Participant deferral / active EE | $5,436 | $6,937-21.6% | $9,138-40.5% | $4,126+31.8% |
| Admin fee / account holder | $7,413 | $14,597-49.2% | $17,268-57.1% | $7,339+1.0% |