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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 | $169,690 | $92,811+82.8% | $238,191-28.8% | $86,983+95.1% |
| Participation rate | 54.5% | 69.3%-14.8pp | 77.1%-22.6pp | 69.5%-15.0pp |
| Annual return | 6.77% | 16.16%-9.4pp | 13.02%-6.2pp | 25.83%-19.1pp |
| Employer contribution / active EE | $3,081 | $2,728+12.9% | $5,082-39.4% | $2,584+19.2% |
| Participant deferral / active EE | $4,256 | $4,479-5.0% | $6,726-36.7% | $4,194+1.5% |
| Admin fee / account holder | $12,801 | $9,177+39.5% | $34,582-63.0% | $7,856+62.9% |