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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 | $184,870 | $88,672+108.5% | $105,223+75.7% | $82,448+124.2% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 10.61% | 30.86%-20.2pp | 180.65%-170.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,060 | $3,048-32.4% | $3,689-44.1% | $2,551-19.2% |
| Participant deferral / active EE | $5,012 | $4,036+24.2% | $5,072-1.2% | $4,139+21.1% |
| Admin fee / account holder | $14,007 | $7,146+96.0% | $8,859+58.1% | $7,234+93.6% |