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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 | $174,693 | $78,520+122.5% | $96,576+80.9% | $82,448+111.9% |
| Participation rate | 69.6% | 77.7%-8.1pp | 81.4%-11.8pp | 68.1%+1.6pp |
| Annual return | 10.58% | 41.30%-30.7pp | 38.47%-27.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $395 | $2,630-85.0% | $3,553-88.9% | $2,551-84.5% |
| Participant deferral / active EE | $4,290 | $6,754-36.5% | $7,956-46.1% | $4,139+3.6% |
| Admin fee / account holder | $30,479 | $13,455+126.5% | $11,381+167.8% | $7,234+321.3% |