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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 | $150,184 | $86,919+72.8% | $102,457+46.6% | $80,911+85.6% |
| Participation rate | 35.3% | 72.4%-37.1pp | 76.5%-41.2pp | 67.6%-32.4pp |
| Annual return | 8.73% | 18.90%-10.2pp | 29.41%-20.7pp | 35.63%-26.9pp |
| Employer contribution / active EE | $1,364 | $2,368-42.4% | $3,022-54.9% | $2,756-50.5% |
| Participant deferral / active EE | $4,345 | $4,119+5.5% | $5,054-14.0% | $4,297+1.1% |
| Admin fee / account holder | $940 | $8,049-88.3% | $9,451-90.1% | $6,935-86.5% |