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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 | $173,338 | $117,895+47.0% | $102,460+69.2% | $145,897+18.8% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 8.36% | 31.92%-23.6pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,832 | $3,619-49.4% | $3,025-39.4% | $4,663-60.7% |
| Participant deferral / active EE | $3,840 | $5,736-33.1% | $5,056-24.1% | $6,689-42.6% |
| Admin fee / account holder | $1,779 | $13,353-86.7% | $9,460-81.2% | $13,390-86.7% |