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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 | $160,413 | $115,225+39.2% | $100,712+59.3% | $138,895+15.5% |
| Participation rate | 55.0% | 74.3%-19.3pp | 69.3%-14.3pp | 79.9%-24.9pp |
| Annual return | 7.68% | 40.35%-32.7pp | 33.27%-25.6pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,669 | $2,771-39.8% | $2,313-27.8% | $4,194-60.2% |
| Participant deferral / active EE | $2,266 | $4,699-51.8% | $4,085-44.5% | $6,396-64.6% |
| Admin fee / account holder | $5,173 | $10,844-52.3% | $9,256-44.1% | $12,562-58.8% |