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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 | $171,024 | $110,286+55.1% | $96,569+77.1% | $139,427+22.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 9.56% | 26.39%-16.8pp | 25.87%-16.3pp | 373.27%-363.7pp |
| Employer contribution / active EE | $896 | $3,619-75.2% | $2,965-69.8% | $4,752-81.2% |
| Participant deferral / active EE | $2,622 | $5,546-52.7% | $4,851-45.9% | $6,711-60.9% |
| Admin fee / account holder | $6,667 | $11,592-42.5% | $8,251-19.2% | $11,404-41.5% |