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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 | $159,620 | $55,902+185.5% | $76,030+109.9% | $80,959+97.2% |
| Participation rate | 61.1% | 62.1%-1.0pp | 69.1%-8.0pp | 67.7%-6.6pp |
| Annual return | 7.48% | 20.59%-13.1pp | 361.54%-354.1pp | 35.67%-28.2pp |
| Employer contribution / active EE | $2,312 | $1,867+23.8% | $2,688-14.0% | $2,757-16.2% |
| Participant deferral / active EE | $6,725 | $3,051+120.5% | $4,257+58.0% | $4,300+56.4% |
| Admin fee / account holder | $2,253 | $5,239-57.0% | $6,421-64.9% | $6,925-67.5% |