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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 | $150,742 | $47,944+214.4% | $67,834+122.2% | $62,881+139.7% |
| Participation rate | 63.9% | 61.1%+2.8pp | 68.8%-4.9pp | 69.3%-5.4pp |
| Annual return | 4.42% | 11.77%-7.3pp | 138.47%-134.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,988 | $1,562+91.3% | $2,403+24.3% | $2,281+31.0% |
| Participant deferral / active EE | $6,524 | $2,247+190.4% | $3,160+106.5% | $3,203+103.7% |
| Admin fee / account holder | $6,202 | $3,712+67.1% | $4,622+34.2% | $4,296+44.4% |