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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 | $157,482 | $57,590+173.5% | $86,233+82.6% | $82,448+91.0% |
| Participation rate | 58.6% | 57.9%+0.8pp | 69.0%-10.4pp | 68.1%-9.4pp |
| Annual return | 13.44% | 22.41%-9.0pp | 61.39%-47.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,814 | $1,655+9.6% | $2,504-27.6% | $2,551-28.9% |
| Participant deferral / active EE | $4,658 | $3,080+51.2% | $4,559+2.2% | $4,139+12.5% |
| Admin fee / account holder | $47,009 | $4,730+893.8% | $8,342+463.5% | $7,234+549.8% |