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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 | $77,814+151.2% | $158,223+23.5% | $86,983+124.7% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 1.62% | 30.54%-28.9pp | 52.09%-50.5pp | 25.83%-24.2pp |
| Employer contribution / active EE | $3,285 | $2,592+26.7% | $4,109-20.1% | $2,584+27.1% |
| Participant deferral / active EE | $6,511 | $3,270+99.1% | $5,467+19.1% | $4,194+55.2% |
| Admin fee / account holder | $1,225 | $5,879-79.2% | $16,047-92.4% | $7,856-84.4% |