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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 | $149,758 | $93,598+60.0% | $135,974+10.1% | $75,173+99.2% |
| Participation rate | 57.9% | 75.2%-17.3pp | 81.9%-24.0pp | 67.2%-9.3pp |
| Annual return | 14.80% | 30.89%-16.1pp | 68.30%-53.5pp | 160.72%-145.9pp |
| Employer contribution / active EE | $2,786 | $3,538-21.2% | $4,859-42.7% | $2,671+4.3% |
| Participant deferral / active EE | $4,853 | $6,405-24.2% | $7,760-37.5% | $4,126+17.6% |
| Admin fee / account holder | $7,504 | $6,978+7.5% | $10,767-30.3% | $5,651+32.8% |