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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 | $170,310 | $106,894+59.3% | $84,016+102.7% | $152,870+11.4% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 3.01% | 104.99%-102.0pp | 71.31%-68.3pp | 345.34%-342.3pp |
| Employer contribution / active EE | $1,554 | $2,734-43.2% | $1,983-21.7% | $4,763-67.4% |
| Participant deferral / active EE | $5,427 | $4,011+35.3% | $3,239+67.6% | $5,850-7.2% |
| Admin fee / account holder | $900 | $8,286-89.1% | $6,101-85.3% | $11,597-92.2% |