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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 | $159,935 | $201,372-20.6% | $184,260-13.2% | $145,884+9.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.64% | 29.04%-20.4pp | 28.84%-20.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,960 | $7,024-57.9% | $6,427-54.0% | $4,662-36.5% |
| Participant deferral / active EE | $3,654 | $9,808-62.7% | $9,133-60.0% | $6,690-45.4% |
| Admin fee / account holder | $1,211 | $16,362-92.6% | $13,898-91.3% | $13,392-91.0% |