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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 | $179,066 | $98,766+81.3% | $149,730+19.6% | $79,852+124.2% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.7pp |
| Annual return | 8.80% | 27.43%-18.6pp | 276.70%-267.9pp | 31.72%-22.9pp |
| Employer contribution / active EE | $1,089 | $3,217-66.1% | $4,645-76.6% | $2,471-55.9% |
| Participant deferral / active EE | $6,129 | $5,681+7.9% | $6,843-10.4% | $3,740+63.9% |
| Admin fee / account holder | $11,276 | $6,052+86.3% | $9,310+21.1% | $5,306+112.5% |