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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 | $158,030 | $106,524+48.4% | $152,301+3.8% | $87,485+80.6% |
| Participation rate | 53.1% | 75.8%-22.6pp | 82.4%-29.3pp | 68.9%-15.8pp |
| Annual return | 6.38% | 26.89%-20.5pp | 80.50%-74.1pp | 26.06%-19.7pp |
| Employer contribution / active EE | $3,562 | $3,371+5.7% | $4,624-23.0% | $2,596+37.2% |
| Participant deferral / active EE | $6,835 | $6,525+4.8% | $8,004-14.6% | $4,274+59.9% |
| Admin fee / account holder | $696 | $8,287-91.6% | $14,398-95.2% | $7,775-91.1% |