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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 | $78,690+148.4% | $161,489+21.0% | $87,485+123.4% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 1.62% | 32.74%-31.1pp | 89.72%-88.1pp | 26.06%-24.4pp |
| Employer contribution / active EE | $3,285 | $2,588+26.9% | $4,268-23.0% | $2,596+26.5% |
| Participant deferral / active EE | $6,511 | $3,311+96.6% | $5,630+15.6% | $4,274+52.3% |
| Admin fee / account holder | $1,225 | $6,724-81.8% | $16,006-92.3% | $7,775-84.2% |