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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 | $170,540 | $68,880+147.6% | $120,580+41.4% | $80,959+110.7% |
| Participation rate | 69.4% | 61.7%+7.7pp | 72.0%-2.6pp | 67.7%+1.7pp |
| Annual return | 10.12% | 23.68%-13.6pp | 107.48%-97.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $5,015 | $2,066+142.7% | $3,469+44.6% | $2,757+81.9% |
| Participant deferral / active EE | $5,811 | $3,191+82.1% | $4,995+16.3% | $4,300+35.1% |
| Admin fee / account holder | $4,689 | $5,785-18.9% | $9,418-50.2% | $6,925-32.3% |