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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 | $191,707 | $88,672+116.2% | $105,223+82.2% | $82,448+132.5% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.6pp | 68.1%+1.4pp |
| Annual return | 3.55% | 30.86%-27.3pp | 180.65%-177.1pp | 41.64%-38.1pp |
| Employer contribution / active EE | $2,255 | $3,048-26.0% | $3,689-38.9% | $2,551-11.6% |
| Participant deferral / active EE | $8,133 | $4,036+101.5% | $5,072+60.4% | $4,139+96.5% |
| Admin fee / account holder | $23,302 | $7,146+226.1% | $8,859+163.0% | $7,234+222.1% |