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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 | $168,888 | $101,798+65.9% | $165,071+2.3% | $80,935+108.7% |
| Participation rate | 61.9% | 71.8%-9.9pp | 78.6%-16.7pp | 67.7%-5.8pp |
| Annual return | 9.87% | 16.73%-6.9pp | 70.17%-60.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,283 | $2,954-56.6% | $4,347-70.5% | $2,757-53.4% |
| Participant deferral / active EE | $6,145 | $4,476+37.3% | $6,035+1.8% | $4,299+42.9% |
| Admin fee / account holder | $6,966 | $8,221-15.3% | $12,695-45.1% | $6,924+0.6% |