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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 | $159,514 | $201,264-20.7% | $184,185-13.4% | $145,978+9.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 8.88% | 29.00%-20.1pp | 28.81%-19.9pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,922 | $7,021-72.6% | $6,426-70.1% | $4,662-58.8% |
| Participant deferral / active EE | $5,207 | $9,806-46.9% | $9,132-43.0% | $6,690-22.2% |
| Admin fee / account holder | $75,334 | $16,376+360.0% | $13,909+441.6% | $13,400+462.2% |