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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 | $164,711 | $81,331+102.5% | $155,534+5.9% | $80,935+103.5% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 9.61% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,002 | $3,105-67.7% | $4,675-78.6% | $2,757-63.7% |
| Participant deferral / active EE | $1,758 | $3,454-49.1% | $5,630-68.8% | $4,299-59.1% |
| Admin fee / account holder | $10,762 | $7,999+34.5% | $15,900-32.3% | $6,924+55.4% |