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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 | $181,914 | $103,393+75.9% | $87,103+108.8% | $152,909+19.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 6.41% | 28.10%-21.7pp | 28.19%-21.8pp | 345.46%-339.1pp |
| Employer contribution / active EE | $1,674 | $3,221-48.0% | $2,521-33.6% | $4,764-64.9% |
| Participant deferral / active EE | $7,379 | $4,778+54.4% | $4,049+82.3% | $5,851+26.1% |
| Admin fee / account holder | $4,243 | $12,195-65.2% | $7,491-43.4% | $11,601-63.4% |