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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 | $169,329 | $75,058+125.6% | $152,301+11.2% | $64,340+163.2% |
| Participation rate | 67.6% | 60.9%+6.7pp | 82.4%-14.9pp | 55.2%+12.3pp |
| Annual return | 13.20% | 29.93%-16.7pp | 80.50%-67.3pp | 24.14%-10.9pp |
| Employer contribution / active EE | $4,355 | $2,605+67.2% | $4,624-5.8% | $1,862+133.9% |
| Participant deferral / active EE | $9,768 | $5,041+93.8% | $8,004+22.0% | $2,980+227.7% |
| Admin fee / account holder | $12,536 | $4,050+209.5% | $14,398-12.9% | $3,703+238.6% |