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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 | $142,368 | $78,670+81.0% | $109,173+30.4% | $85,847+65.8% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 9.66% | 25.09%-15.4pp | 25.75%-16.1pp | 318.61%-309.0pp |
| Employer contribution / active EE | $1,676 | $2,734-38.7% | $3,723-55.0% | $2,565-34.7% |
| Participant deferral / active EE | $2,662 | $3,467-23.2% | $4,654-42.8% | $3,952-32.7% |
| Admin fee / account holder | $19,708 | $5,469+260.3% | $6,755+191.8% | $6,261+214.8% |