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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 | $106,524+59.5% | $152,301+11.6% | $87,485+94.2% |
| Participation rate | 65.5% | 75.8%-10.2pp | 82.4%-16.9pp | 68.9%-3.4pp |
| Annual return | 12.06% | 26.89%-14.8pp | 80.50%-68.4pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,948 | $3,371-42.2% | $4,624-57.9% | $2,596-25.0% |
| Participant deferral / active EE | $4,195 | $6,525-35.7% | $8,004-47.6% | $4,274-1.8% |
| Admin fee / account holder | $37,597 | $8,287+353.7% | $14,398+161.1% | $7,775+383.6% |