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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 | $151,652 | $51,207+196.2% | $70,565+114.9% | $75,177+101.7% |
| Participation rate | 54.5% | 61.0%-6.4pp | 68.4%-13.8pp | 67.2%-12.7pp |
| Annual return | 12.20% | 30.05%-17.9pp | 32.79%-20.6pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,103 | $1,826-39.6% | $2,976-62.9% | $2,671-58.7% |
| Participant deferral / active EE | $3,656 | $2,850+28.3% | $4,568-20.0% | $4,126-11.4% |
| Admin fee / account holder | $4,752 | $4,097+16.0% | $6,430-26.1% | $5,651-15.9% |