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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 | $169,401 | $51,638+228.1% | $68,368+147.8% | $82,448+105.5% |
| Participation rate | 65.6% | 63.6%+2.0pp | 73.8%-8.1pp | 68.1%-2.4pp |
| Annual return | 11.06% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,885 | $2,047-7.9% | $2,649-28.8% | $2,551-26.1% |
| Participant deferral / active EE | $2,858 | $2,914-1.9% | $4,123-30.7% | $4,139-31.0% |
| Admin fee / account holder | $3,821 | $4,643-17.7% | $5,150-25.8% | $7,234-47.2% |