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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 | $151,422 | $83,485+81.4% | $125,192+21.0% | $72,975+107.5% |
| Participation rate | 58.1% | 73.3%-15.2pp | 79.8%-21.7pp | 69.5%-11.4pp |
| Annual return | 12.15% | 25.77%-13.6pp | 43.79%-31.6pp | 81.01%-68.9pp |
| Employer contribution / active EE | $3,118 | $2,346+32.9% | $3,866-19.4% | $2,440+27.8% |
| Participant deferral / active EE | $2,217 | $3,586-38.2% | $4,937-55.1% | $3,608-38.5% |
| Admin fee / account holder | $2,927 | $5,518-47.0% | $9,704-69.8% | $5,124-42.9% |