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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 | $183,070 | $97,648+87.5% | $121,663+50.5% | $87,485+109.3% |
| Participation rate | 62.0% | 70.5%-8.5pp | 74.5%-12.5pp | 68.9%-6.9pp |
| Annual return | 11.56% | 18.03%-6.5pp | 147.54%-136.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,828 | $2,300-20.5% | $3,020-39.5% | $2,596-29.6% |
| Participant deferral / active EE | $5,004 | $3,923+27.5% | $4,887+2.4% | $4,274+17.1% |
| Admin fee / account holder | $8,048 | $11,100-27.5% | $14,289-43.7% | $7,775+3.5% |