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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 | $177,750 | $162,821+9.2% | $133,978+32.7% | $158,982+11.8% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 2.74% | 41.95%-39.2pp | 45.10%-42.4pp | 302.99%-300.3pp |
| Employer contribution / active EE | $2,880 | $4,976-42.1% | $3,919-26.5% | $4,763-39.5% |
| Participant deferral / active EE | $6,348 | $5,910+7.4% | $5,047+25.8% | $5,983+6.1% |
| Admin fee / account holder | $2,011 | $11,742-82.9% | $8,930-77.5% | $11,252-82.1% |