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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 | $172,210 | $78,682+118.9% | $109,188+57.7% | $85,851+100.6% |
| Participation rate | 64.3% | 68.3%-4.0pp | 75.9%-11.6pp | 69.3%-5.0pp |
| Annual return | 9.56% | 25.09%-15.5pp | 25.76%-16.2pp | 318.63%-309.1pp |
| Employer contribution / active EE | $1,569 | $2,734-42.6% | $3,723-57.9% | $2,565-38.8% |
| Participant deferral / active EE | $4,111 | $3,468+18.6% | $4,654-11.7% | $3,952+4.0% |
| Admin fee / account holder | $24,179 | $5,470+342.1% | $6,755+257.9% | $6,261+286.2% |