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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 | $68,852+147.7% | $120,524+41.5% | $80,925+110.7% |
| Participation rate | 69.4% | 61.6%+7.8pp | 71.9%-2.5pp | 67.7%+1.7pp |
| Annual return | 10.12% | 23.67%-13.5pp | 107.36%-97.2pp | 35.65%-25.5pp |
| Employer contribution / active EE | $5,015 | $2,063+143.1% | $3,469+44.6% | $2,756+82.0% |
| Participant deferral / active EE | $5,811 | $3,187+82.3% | $4,994+16.4% | $4,299+35.2% |
| Admin fee / account holder | $4,689 | $5,781-18.9% | $9,440-50.3% | $6,940-32.4% |