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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 | $163,118 | $49,976+226.4% | $66,674+144.7% | $82,637+97.4% |
| Participation rate | 63.9% | 63.1%+0.8pp | 73.7%-9.8pp | 68.1%-4.2pp |
| Annual return | 12.12% | 39.09%-27.0pp | 321.24%-309.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,169 | $1,988-41.2% | $2,620-55.4% | $2,552-54.2% |
| Participant deferral / active EE | $3,079 | $2,847+8.2% | $4,084-24.6% | $4,126-25.4% |
| Admin fee / account holder | $1,254 | $4,594-72.7% | $5,098-75.4% | $7,339-82.9% |