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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 | $167,682 | $75,807+121.2% | $116,096+44.4% | $86,983+92.8% |
| Participation rate | 61.2% | 66.9%-5.7pp | 73.3%-12.1pp | 69.5%-8.3pp |
| Annual return | 10.46% | 18.57%-8.1pp | 326.25%-315.8pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,128 | $1,892-40.4% | $2,503-54.9% | $2,584-56.3% |
| Participant deferral / active EE | $3,768 | $3,212+17.3% | $3,952-4.6% | $4,194-10.1% |
| Admin fee / account holder | $26,295 | $6,659+294.9% | $7,704+241.3% | $7,856+234.7% |