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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 | $183,599 | $146,267+25.5% | $197,124-6.9% | $82,448+122.7% |
| Participation rate | 58.8% | 84.0%-25.2pp | 86.7%-27.9pp | 68.1%-9.2pp |
| Annual return | 9.82% | 29.61%-19.8pp | 44.34%-34.5pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,190 | $4,723-53.6% | $6,227-64.8% | $2,551-14.1% |
| Participant deferral / active EE | $6,502 | $7,035-7.6% | $9,135-28.8% | $4,139+57.1% |
| Admin fee / account holder | $4,594 | $14,422-68.1% | $16,298-71.8% | $7,234-36.5% |