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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 | $154,333 | $77,908+98.1% | $149,696+3.1% | $75,173+105.3% |
| Participation rate | 62.9% | 65.6%-2.7pp | 78.8%-15.9pp | 67.2%-4.3pp |
| Annual return | 10.10% | 31.73%-21.6pp | 134.46%-124.4pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,123 | $3,138-64.2% | $4,821-76.7% | $2,671-58.0% |
| Participant deferral / active EE | $4,838 | $3,411+41.8% | $5,682-14.9% | $4,126+17.3% |
| Admin fee / account holder | $2,886 | $5,950-51.5% | $13,212-78.2% | $5,651-48.9% |