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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 | $165,455 | $99,875+65.7% | $146,866+12.7% | $86,983+90.2% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 11.78% | 28.10%-16.3pp | 102.85%-91.1pp | 25.83%-14.0pp |
| Employer contribution / active EE | $3,472 | $3,224+7.7% | $4,425-21.5% | $2,584+34.3% |
| Participant deferral / active EE | $7,292 | $6,322+15.3% | $7,759-6.0% | $4,194+73.9% |
| Admin fee / account holder | $22,833 | $7,838+191.3% | $13,620+67.6% | $7,856+190.7% |