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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 | $176,372 | $106,247+66.0% | $96,515+82.7% | $139,466+26.5% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 4.55% | 38.47%-33.9pp | 35.73%-31.2pp | 373.66%-369.1pp |
| Employer contribution / active EE | $1,549 | $4,106-62.3% | $3,740-58.6% | $4,754-67.4% |
| Participant deferral / active EE | $4,338 | $5,456-20.5% | $4,880-11.1% | $6,712-35.4% |
| Admin fee / account holder | $17,907 | $7,885+127.1% | $6,735+165.9% | $11,409+57.0% |