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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 | $166,588 | $78,197+113.0% | $98,090+69.8% | $82,637+101.6% |
| Participation rate | 63.0% | 77.5%-14.4pp | 81.5%-18.5pp | 68.1%-5.0pp |
| Annual return | 13.99% | 40.25%-26.3pp | 37.05%-23.1pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,295 | $2,605-50.3% | $3,606-64.1% | $2,552-49.3% |
| Participant deferral / active EE | $7,275 | $6,636+9.6% | $7,845-7.3% | $4,126+76.3% |
| Admin fee / account holder | $20,842 | $14,832+40.5% | $11,815+76.4% | $7,339+184.0% |