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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 | $155,404 | $138,386+12.3% | $184,260-15.7% | $80,935+92.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 10.26% | 20.02%-9.8pp | 28.84%-18.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,932 | $4,851-39.6% | $6,427-54.4% | $2,757+6.4% |
| Participant deferral / active EE | $7,216 | $7,076+2.0% | $9,133-21.0% | $4,299+67.8% |
| Admin fee / account holder | $8,743 | $10,489-16.6% | $13,898-37.1% | $6,924+26.3% |