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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 | $78,197+123.4% | $98,090+78.1% | $82,637+111.4% |
| Participation rate | 69.6% | 77.5%-7.8pp | 81.5%-11.9pp | 68.1%+1.6pp |
| Annual return | 10.58% | 40.25%-29.7pp | 37.05%-26.5pp | 53.51%-42.9pp |
| Employer contribution / active EE | $395 | $2,605-84.8% | $3,606-89.0% | $2,552-84.5% |
| Participant deferral / active EE | $4,290 | $6,636-35.4% | $7,845-45.3% | $4,126+4.0% |
| Admin fee / account holder | $30,479 | $14,832+105.5% | $11,815+158.0% | $7,339+315.3% |