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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 | $180,436 | $124,980+44.4% | $108,359+66.5% | $154,746+16.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 6.58% | 45.00%-38.4pp | 36.89%-30.3pp | 172.34%-165.8pp |
| Employer contribution / active EE | $5,382 | $2,851+88.8% | $2,399+124.3% | $4,379+22.9% |
| Participant deferral / active EE | $8,563 | $4,743+80.5% | $4,137+107.0% | $6,730+27.2% |
| Admin fee / account holder | $1,747 | $11,502-84.8% | $9,741-82.1% | $14,365-87.8% |