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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 | $191,617 | $70,486+171.9% | $100,535+90.6% | $79,856+140.0% |
| Participation rate | 65.6% | 73.6%-8.0pp | 79.4%-13.8pp | 69.6%-4.0pp |
| Annual return | 9.76% | 21.90%-12.1pp | 30.90%-21.1pp | 31.71%-22.0pp |
| Employer contribution / active EE | $347 | $2,165-84.0% | $3,419-89.9% | $2,471-86.0% |
| Participant deferral / active EE | $2,793 | $5,182-46.1% | $6,271-55.5% | $3,741-25.3% |
| Admin fee / account holder | $42,101 | $4,480+839.8% | $8,085+420.8% | $5,306+693.4% |