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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 | $182,752 | $110,307+65.7% | $96,576+89.2% | $139,456+31.0% |
| Participation rate | 36.4% | 78.1%-41.8pp | 76.0%-39.6pp | 80.3%-44.0pp |
| Annual return | 4.01% | 26.40%-22.4pp | 25.87%-21.9pp | 373.45%-369.4pp |
| Employer contribution / active EE | $1,209 | $3,619-66.6% | $2,965-59.2% | $4,753-74.6% |
| Participant deferral / active EE | $7,024 | $5,547+26.6% | $4,851+44.8% | $6,711+4.7% |
| Admin fee / account holder | $8,648 | $11,597-25.4% | $8,253+4.8% | $11,407-24.2% |