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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 | $149,621 | $71,197+110.1% | $93,669+59.7% | $80,925+84.9% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.7%+0.3pp |
| Annual return | 9.42% | 11.27%-1.8pp | 133.59%-124.2pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,341 | $1,565-14.3% | $2,424-44.7% | $2,756-51.3% |
| Participant deferral / active EE | $4,907 | $4,036+21.6% | $4,416+11.1% | $4,299+14.2% |
| Admin fee / account holder | $4,701 | $6,959-32.4% | $8,291-43.3% | $6,940-32.3% |