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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 | $107,421+58.2% | $182,262-6.8% | $94,015+80.7% |
| Participation rate | 65.5% | 77.8%-12.3pp | 84.2%-18.7pp | 70.8%-5.3pp |
| Annual return | 12.06% | 21.32%-9.3pp | 140.60%-128.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,948 | $3,448-43.5% | $5,046-61.4% | $2,790-30.2% |
| Participant deferral / active EE | $4,195 | $6,558-36.0% | $8,276-49.3% | $4,249-1.3% |
| Admin fee / account holder | $37,597 | $8,692+332.5% | $16,712+125.0% | $8,951+320.0% |