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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 | $145,196 | $76,834+89.0% | $108,359+34.0% | $87,485+66.0% |
| Participation rate | 57.7% | 61.7%-4.0pp | 70.1%-12.4pp | 68.9%-11.2pp |
| Annual return | 10.73% | 19.09%-8.4pp | 36.89%-26.2pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,453 | $1,556-6.7% | $2,399-39.5% | $2,596-44.0% |
| Participant deferral / active EE | $2,471 | $3,100-20.3% | $4,137-40.3% | $4,274-42.2% |
| Admin fee / account holder | $8,050 | $6,537+23.1% | $9,741-17.4% | $7,775+3.5% |