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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 | $155,138 | $75,541+105.4% | $152,093+2.0% | $82,637+87.7% |
| Participation rate | 52.2% | 66.5%-14.3pp | 77.8%-25.5pp | 68.1%-15.8pp |
| Annual return | 12.04% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $2,114 | $2,622-19.4% | $4,175-49.4% | $2,552-17.2% |
| Participant deferral / active EE | $5,319 | $3,206+65.9% | $5,451-2.4% | $4,126+28.9% |
| Admin fee / account holder | $10,901 | $6,405+70.2% | $14,497-24.8% | $7,339+48.5% |