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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 | $100,784+68.4% | $191,597-11.4% | $82,637+105.3% |
| Participation rate | 54.5% | 70.5%-15.9pp | 76.9%-22.4pp | 68.1%-13.5pp |
| Annual return | 6.77% | 18.13%-11.4pp | 27.07%-20.3pp | 53.51%-46.7pp |
| Employer contribution / active EE | $3,081 | $3,102-0.7% | $5,025-38.7% | $2,552+20.7% |
| Participant deferral / active EE | $4,256 | $4,937-13.8% | $6,850-37.9% | $4,126+3.1% |
| Admin fee / account holder | $12,801 | $10,062+27.2% | $22,799-43.9% | $7,339+74.4% |