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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 | $183,711 | $126,519+45.2% | $106,201+73.0% | $145,959+25.9% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 5.11% | 225.10%-220.0pp | 116.26%-111.1pp | 561.95%-556.8pp |
| Employer contribution / active EE | $1,460 | $3,726-60.8% | $3,170-53.9% | $4,661-68.7% |
| Participant deferral / active EE | $5,128 | $5,716-10.3% | $5,012+2.3% | $6,689-23.3% |
| Admin fee / account holder | $8,316 | $17,312-52.0% | $11,039-24.7% | $13,398-37.9% |