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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 | $167,844 | $184,000-8.8% | $162,185+3.5% | $152,909+9.8% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.6%-23.3pp | 82.5%-18.2pp |
| Annual return | 10.24% | 150.80%-140.6pp | 115.61%-105.4pp | 345.46%-335.2pp |
| Employer contribution / active EE | $1,949 | $6,370-69.4% | $5,613-65.3% | $4,764-59.1% |
| Participant deferral / active EE | $4,326 | $8,033-46.1% | $7,297-40.7% | $5,851-26.1% |
| Admin fee / account holder | $468 | $13,124-96.4% | $10,844-95.7% | $11,601-96.0% |