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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 | $166,595 | $72,269+130.5% | $101,271+64.5% | $79,852+108.6% |
| Participation rate | 66.0% | 68.5%-2.5pp | 75.8%-9.8pp | 69.6%-3.6pp |
| Annual return | -3.61% | 22.29%-25.9pp | 46.48%-50.1pp | 31.72%-35.3pp |
| Employer contribution / active EE | $895 | $2,692-66.7% | $3,660-75.5% | $2,471-63.8% |
| Participant deferral / active EE | $4,353 | $3,282+32.7% | $4,371-0.4% | $3,740+16.4% |
| Admin fee / account holder | $3,390 | $4,401-23.0% | $5,948-43.0% | $5,306-36.1% |