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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 | $161,024 | $57,073+182.1% | $85,126+89.2% | $80,925+99.0% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 8.80% | 21.69%-12.9pp | 66.63%-57.8pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,352 | $1,801-24.9% | $2,731-50.5% | $2,756-51.0% |
| Participant deferral / active EE | $3,418 | $3,113+9.8% | $4,523-24.4% | $4,299-20.5% |
| Admin fee / account holder | $2,328 | $4,988-53.3% | $6,160-62.2% | $6,940-66.5% |