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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 | $169,900 | $106,749+59.2% | $145,433+16.8% | $82,448+106.1% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.1%-16.6pp | 68.1%-2.6pp |
| Annual return | 12.06% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,948 | $3,444-43.5% | $4,554-57.2% | $2,551-23.7% |
| Participant deferral / active EE | $4,195 | $6,519-35.6% | $7,897-46.9% | $4,139+1.3% |
| Admin fee / account holder | $37,597 | $8,390+348.1% | $13,129+186.4% | $7,234+419.7% |