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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 | $157,073 | $45,082+248.4% | $69,464+126.1% | $72,975+115.2% |
| Participation rate | 65.7% | 68.5%-2.8pp | 74.6%-8.9pp | 69.5%-3.8pp |
| Annual return | 4.20% | 22.66%-18.5pp | 28.98%-24.8pp | 81.01%-76.8pp |
| Employer contribution / active EE | $2,834 | $2,055+37.9% | $2,779+2.0% | $2,440+16.1% |
| Participant deferral / active EE | $5,420 | $2,604+108.2% | $3,536+53.3% | $3,608+50.2% |
| Admin fee / account holder | $3,019 | $3,057-1.2% | $3,840-21.4% | $5,124-41.1% |