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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 | $173,664 | $76,407+127.3% | $150,298+15.5% | $82,448+110.6% |
| Participation rate | 50.9% | 66.4%-15.5pp | 77.8%-26.8pp | 68.1%-17.1pp |
| Annual return | 9.57% | 39.99%-30.4pp | 62.79%-53.2pp | 41.64%-32.1pp |
| Employer contribution / active EE | $3,774 | $2,614+44.4% | $4,154-9.2% | $2,551+47.9% |
| Participant deferral / active EE | $3,338 | $3,214+3.9% | $5,453-38.8% | $4,139-19.4% |
| Admin fee / account holder | $3,495 | $6,352-45.0% | $14,116-75.2% | $7,234-51.7% |