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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 | $195,444 | $76,407+155.8% | $150,298+30.0% | $82,448+137.1% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 1.62% | 39.99%-38.4pp | 62.79%-61.2pp | 41.64%-40.0pp |
| Employer contribution / active EE | $3,285 | $2,614+25.7% | $4,154-20.9% | $2,551+28.8% |
| Participant deferral / active EE | $6,511 | $3,214+102.5% | $5,453+19.4% | $4,139+57.3% |
| Admin fee / account holder | $1,225 | $6,352-80.7% | $14,116-91.3% | $7,234-83.1% |