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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 | $68,573+148.7% | $120,368+41.7% | $80,874+110.9% |
| Participation rate | 69.4% | 61.6%+7.8pp | 71.9%-2.5pp | 67.6%+1.7pp |
| Annual return | 10.12% | 23.61%-13.5pp | 107.26%-97.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $5,015 | $2,052+144.5% | $3,465+44.8% | $2,756+82.0% |
| Participant deferral / active EE | $5,811 | $3,174+83.1% | $4,991+16.4% | $4,297+35.2% |
| Admin fee / account holder | $4,689 | $5,734-18.2% | $9,429-50.3% | $6,935-32.4% |