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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 | $168,255 | $197,603-14.9% | $177,827-5.4% | $158,950+5.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 5.02% | 58.76%-53.7pp | 48.32%-43.3pp | 302.91%-297.9pp |
| Employer contribution / active EE | $4,476 | $6,698-33.2% | $5,918-24.4% | $4,762-6.0% |
| Participant deferral / active EE | $7,596 | $8,404-9.6% | $7,713-1.5% | $5,983+27.0% |
| Admin fee / account holder | $4,470 | $15,402-71.0% | $12,429-64.0% | $11,248-60.3% |