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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 | $178,752 | $89,259+100.3% | $107,187+66.8% | $82,637+116.3% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.7pp | 68.1%-3.8pp |
| Annual return | 5.59% | 21.02%-15.4pp | 204.55%-199.0pp | 53.51%-47.9pp |
| Employer contribution / active EE | $1,391 | $3,080-54.8% | $3,782-63.2% | $2,552-45.5% |
| Participant deferral / active EE | $4,734 | $4,037+17.3% | $5,096-7.1% | $4,126+14.7% |
| Admin fee / account holder | $2,450 | $7,381-66.8% | $9,162-73.3% | $7,339-66.6% |